Qualitative research coverage of this fund will cease on or about July 28, 2017, in order to reallocate our analysts to research other strategies. At that time, the last Morningstar Analyst Rating and this research will be removed. After that date, please discontinue using the research report or former research reports issued by Morningstar on this fund. We recommend users form their own views on this fund, or obtain financial advice.
Campbell Systematic Macro I EBSIX
NAV / 1-Day Return
10.02
/
0.79
%
Total Assets
379.6 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.750%
Expense Ratio
1.750%
Fee Level
Above Average
Longest Manager Tenure
4.81
years
Category
Macro Trading
Alt Style Correlation / Relative Volatility
Negative / MediumMin. Initial Investment
10,000
Status
Open
TTM Yield
5.29%
Turnover
0
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will EBSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.