Multialternative: Total Returns

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Data through 1/16/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Multialternative 0.59 1.42 -1.49 -3.96 2.46 0.91
AB All Market Alternative Return A AARAX -0.07 0.61 -0.60 -6.37 -2.14 ---
AB All Market Alternative Return C AARCX -0.11 0.58 -0.79 -7.02 -2.88 ---
AB All Market Alternative Return Adv AARYX 0.07 0.61 -0.60 -6.09 -1.92 ---
361 Macro Opportunity Inv AGMQX -2.24 -2.03 -3.99 -12.77 3.72 ---
361 Macro Opportunity I AGMZX -2.22 -2.12 -3.95 -12.57 3.93 ---
AC Alternatives® Income A ALNAX 0.37 1.92 -1.08 -0.82 4.81 ---
AC Alternatives® Income R6 ALNDX 0.44 2.03 -0.80 -0.12 5.48 ---
AC Alternatives® Income C ALNHX 0.26 1.82 -1.30 -1.57 4.00 ---
AC Alternatives® Income I ALNIX 0.39 1.92 -0.95 -0.37 5.28 ---
AC Alternatives® Income Investor ALNNX 0.33 1.92 -1.00 -0.57 5.07 ---
AC Alternatives® Income R ALNRX 0.40 1.93 -1.05 -0.97 4.55 ---
Hatteras Alpha Hedged Strategies Instl ALPIX 0.50 0.40 -0.49 -2.40 1.38 -1.19
AMG Managers Lake Partners LASSO Alts N ALSNX 0.09 0.00 -2.88 -7.26 1.02 -0.41
AMG Managers Lake Partners LASSO Alts I ALSOX 0.18 0.09 -2.74 -6.95 1.30 -0.14
AC Alternatives® Income Y ALYNX 0.33 1.92 -0.91 -0.22 --- ---
Hatteras Alpha Hedged Strategies A APHAX 0.41 0.31 -0.61 -2.69 1.09 -1.56
Hatteras Alpha Hedged Strategies C APHCX 0.44 0.33 -0.65 -3.35 0.41 -2.26
Alpha Risk Tactical Rotation Instl ARSAX -3.38 0.23 -9.97 -11.64 -3.03 -2.35
AQR Multi-Strategy Alternative I ASAIX 0.39 0.00 -0.13 -15.11 -4.40 0.87
AQR Multi-Strategy Alternative N ASANX 0.26 -0.13 -0.39 -15.50 -4.69 0.59
Absolute Strategies I ASFIX 0.73 -0.84 2.09 1.47 -2.78 -1.21
Aspen Portfolio Strategy A ASPEX -0.44 0.62 -7.92 -14.39 --- ---
Aspiration Flagship ASPFX 0.22 1.33 -2.79 -3.72 2.40 ---
Aspen Portfolio Strategy I ASPNX -0.37 0.66 -7.87 -14.23 --- ---
Dreyfus Dynamic Total Return A AVGAX -0.02 2.34 -1.85 -6.22 2.19 1.86
Dreyfus Dynamic Total Return C AVGCX -0.09 2.29 -2.00 -6.95 1.42 1.10
Dreyfus Dynamic Total Return I AVGRX -0.10 2.29 -1.82 -6.07 2.44 2.12
Dreyfus Dynamic Total Return Y AVGYX -0.10 2.29 -1.82 -6.01 2.49 2.13
BlackRock Systematic Multi-Strat Inv A BAMBX 1.21 1.06 2.38 2.08 5.52 ---
BlackRock Systematic Multi-Strat Instl BIMBX 1.27 1.06 2.44 2.31 5.79 ---
BMO Alternative Strategies I BMASX 0.43 1.19 -3.49 -9.01 0.25 ---
BMO Alternative Strategies A BMATX 0.32 1.20 -3.53 -9.27 0.01 ---
BlackRock Systematic Multi-Strat Inv C BMBCX 1.12 1.06 2.18 1.32 4.72 ---
UBS Dynamic Alpha A BNAAX 1.57 1.64 -0.69 -4.93 -0.07 -1.44
UBS Dynamic Alpha P BNAYX 1.62 1.61 -0.75 -4.60 0.17 -1.20
BlackRock Tactical Opportunities Inv C BRBCX 0.15 0.15 -1.49 3.23 4.24 1.92
BlackRock Total Factor Inv A BSTAX 0.99 0.00 1.93 -4.18 6.47 3.71
BlackRock Total Factor Inv C BSTCX 0.88 0.00 1.72 -4.90 5.67 2.94
BlackRock Total Factor Inst BSTIX 0.98 0.00 1.92 -3.99 6.72 3.97
BlackRock Total Factor K BSTKX 1.12 0.10 2.05 -3.77 --- ---
Blackstone Alternative Multi-Strategy D BXMDX 0.87 1.35 -0.45 -1.28 2.93 ---
Blackstone Alternative Multi-Strategy I BXMIX 0.94 1.45 -0.38 -0.84 3.28 ---
Blackstone Alternative Multi-Strategy Y BXMYX 0.92 1.46 -0.31 -0.77 3.36 ---
Cornerstone Advisors Public Alts Instl CAALX 0.87 -0.11 -1.11 -9.58 -1.62 0.91
CCM Alternative Income Institutional CCMNX 0.20 2.32 -1.85 1.88 3.87 2.54
Columbia Alternative Beta A CLAAX 1.57 1.57 -5.01 -17.15 -5.06 ---
Columbia Alternative Beta C CLABX 1.33 1.46 -5.33 -17.78 -5.79 ---
Columbia Alternative Beta Inst3 CLAYX 1.55 1.55 -4.96 -16.74 -4.65 ---
Columbia Alternative Beta Inst CLAZX 1.43 1.56 -4.99 -17.00 -4.86 ---
Columbia Alternative Beta Adv CLFUX 1.56 1.56 -4.98 -16.88 -4.79 ---
Columbia Alternative Beta Inst2 CLIVX 1.55 1.55 -4.97 -16.86 -4.71 ---
CMG Tactical All Asset Strategy I CMGHX -0.10 0.10 -0.90 -6.84 --- ---
CMG Tactical All Asset Strategy A CMGQX -0.10 0.10 -1.00 -6.95 --- ---
Multi-Manager Alternative Strat A CPASX 0.43 0.23 -0.36 -4.03 -0.86 -1.37
Columbia Alternative Beta R CRRLX 1.58 1.58 -5.04 -17.24 -5.29 ---
Credit Suisse Multialternative Strat A CSQAX 1.64 2.11 -0.41 -3.81 1.93 1.14
Credit Suisse Multialternative Strat C CSQCX --- --- --- --- --- ---
Credit Suisse Multialternative Strat I CSQIX 1.73 2.19 -0.30 -3.48 2.21 1.39
Multi-Manager Alternative Strat Inst CZAMX 0.46 0.23 -0.33 -3.78 --- ---
Dunham Dynamic Macro A DAAVX 0.36 2.33 -2.04 -7.87 0.95 -0.10
Dunham Monthly Distribution A DAMDX 0.34 1.17 -0.40 -0.25 4.22 1.67
DWS Global Macro C DBICX 1.19 2.07 -0.84 1.51 9.64 3.12
DWS Global Macro A DBISX 1.30 2.16 -0.69 2.33 10.49 3.88
DWS Global Macro R DBITX 1.14 2.13 -0.82 1.99 10.19 3.62
DWS Global Macro S DBIVX 1.23 2.10 -0.70 2.50 10.68 4.08
Dunham Dynamic Macro C DCAVX 0.33 2.19 -2.18 -8.55 0.19 -0.85
Dunham Monthly Distribution C DCMDX 0.23 1.13 -0.61 -0.99 3.42 0.90
Driehaus Event Driven DEVDX 4.86 4.90 -1.69 0.31 5.85 -0.04
BNY Mellon Insight Brd Opportunities A DIOAX 0.86 1.64 -0.04 -4.19 --- ---
BNY Mellon Insight Brd Opportunities C DIOCX 0.77 1.55 -0.31 -4.91 --- ---
BNY Mellon Insight Brd Opportunities I DIOIX 0.81 1.55 -0.09 -4.00 --- ---
BNY Mellon Insight Brd Opportunities Y DIOYX 0.82 1.55 -0.09 -4.07 --- ---
Driehaus Multi-Asset Gr Economies DMAGX 3.56 3.73 1.24 -13.80 --- ---
Destinations Multi Strategy Alts I DMSFX 2.30 3.58 -2.55 -1.18 --- ---
Destinations Multi Strategy Alts Z DMSZX 2.40 3.56 -2.47 --- --- ---
Dunham Dynamic Macro N DNAVX 0.49 2.31 -1.89 -7.52 1.24 0.18
Dunham Monthly Distribution N DNMDX 0.32 1.17 -0.36 0.01 4.48 1.92
Dreyfus Alternative Diversifier Strats A DRNAX 0.14 1.61 -2.77 -6.40 0.06 ---
Dreyfus Alternative Diversifier Strats C DRNCX 0.09 1.64 -2.94 -7.12 -0.75 ---
Dreyfus Alternative Diversifier Strats I DRNIX 0.17 1.62 -2.66 -5.99 0.42 ---
Dreyfus Global Real Return A DRRAX 0.94 0.43 0.80 1.23 2.58 2.19
Dreyfus Global Real Return C DRRCX 0.85 0.44 0.64 0.49 1.84 1.43
Dreyfus Global Real Return I DRRIX 0.98 0.43 0.91 1.47 2.85 2.46
Dreyfus Global Real Return Y DRRYX 0.92 0.43 0.92 1.55 2.94 2.52
Dreyfus Alternative Diversifier Strats Y DRYNX 0.25 1.70 -2.57 -5.89 0.55 ---
MFS Global Alternative Strategy A DVRAX 1.21 1.53 -0.79 0.90 1.57 0.67
MFS Global Alternative Strategy B DVRBX 1.14 1.35 -1.01 0.10 0.78 -0.11
MFS Global Alternative Strategy C DVRCX 1.13 1.45 -1.01 0.10 0.80 -0.11
MFS Global Alternative Strategy R1 DVRFX 1.15 1.36 -1.02 0.10 0.78 -0.11
MFS Global Alternative Strategy R2 DVRHX 1.17 1.44 -0.86 0.55 1.28 0.40
MFS Global Alternative Strategy I DVRIX 1.21 1.42 -0.77 1.11 1.78 0.88
MFS Global Alternative Strategy R3 DVRJX 1.29 1.52 -0.70 0.89 1.56 0.66
MFS Global Alternative Strategy R4 DVRKX 1.21 1.51 -0.76 1.11 1.79 0.81
MFS Global Alternative Strategy R6 DVRLX 1.27 1.51 -0.70 1.17 1.90 1.00
EAS Crow Point Alternatives A EASAX 1.88 3.10 -6.76 -3.26 1.78 0.79
EAS Crow Point Alternatives I EASIX 1.86 3.07 -6.71 -3.13 2.03 1.07
EAS Crow Point Alternatives C EASYX 1.83 3.09 -6.90 -4.02 1.02 0.05
Camelot Event Driven A EVDAX 0.63 4.65 -2.43 4.29 11.85 3.96
Camelot Event Driven Institutional EVDIX 0.66 4.61 -2.36 4.52 12.15 4.23
Franklin K2 Alternative Strategies A FAAAX 0.87 1.67 -1.43 -2.03 3.48 2.16
Franklin K2 Alternative Strategies Adv FABZX 0.87 1.75 -1.34 -1.77 3.73 2.43
Fulcrum Diversified Abslt Ret Instl FARIX 3.38 2.89 -0.03 -1.55 1.66 ---
Fulcrum Diversified Abslt Ret Spr Instl FARYX 3.28 2.77 -0.12 -1.64 1.63 ---
Franklin K2 Alternative Strategies C FASCX 0.61 1.60 -1.63 -2.84 2.71 1.42
Franklin K2 Alternative Strategies R6 FASRX 0.77 1.66 -1.43 -1.77 3.82 2.51
Fiera Capital Diversified Alt Instl FCAIX 0.45 0.34 -0.23 -9.88 -2.51 ---
Fiera Capital Diversified Alt Inv FCARX 0.34 0.23 -0.34 -10.17 -2.74 ---
Franklin K2 Global Macro Opps A FKMAX -0.35 -0.33 0.99 -2.70 --- ---
Franklin K2 Global Macro Opps C FKMDX -0.45 -0.45 0.79 -3.37 --- ---
Franklin K2 Global Macro Opps R6 FKMQX -0.42 -0.33 1.02 -2.46 --- ---
Franklin K2 Global Macro Opps R FKMRX -0.47 -0.44 0.87 -2.83 --- ---
Franklin K2 Global Macro Opps Adv FKMZX -0.43 -0.44 1.01 -2.57 --- ---
Franklin K2 Alternative Strategies R FSKKX 0.69 1.57 -1.60 -2.37 3.19 1.80
FS Multi-Strategy Alternatives A FSMMX 0.62 0.83 2.09 -3.89 --- ---
FS Multi-Strategy Alternatives I FSMSX 0.72 0.82 2.19 -3.59 --- ---
Natixis ASG Global Alternatives A GAFAX 0.03 1.86 -3.37 -6.89 1.38 0.35
Natixis ASG Global Alternatives C GAFCX -0.10 1.77 -3.55 -7.59 0.62 -0.42
Natixis ASG Global Alternatives N GAFNX -0.06 1.83 -3.31 -6.61 1.67 0.61
Natixis ASG Global Alternatives Y GAFYX -0.03 1.83 -3.27 -6.66 1.64 0.60
Aberdeen Diversified Alternatives I/S GAISX 0.63 1.29 -1.54 -3.30 1.85 0.86
Aberdeen Diversified Alternatives C GAMCX 0.59 1.27 -1.78 -4.14 0.92 -0.10
Goldman Sachs Abslt Ret Multi-Asst A GARDX 1.07 1.87 0.32 -4.58 -0.01 ---
Goldman Sachs Abslt Ret Multi-Asst C GAREX 0.98 1.77 0.12 -5.30 -0.74 ---
Goldman Sachs Abslt Ret Multi-Asst Instl GARFX 1.07 1.75 0.34 -4.26 0.37 ---
Goldman Sachs Abslt Ret Multi-Asst Inv GARMX 1.05 1.75 0.31 -4.38 0.23 ---
Goldman Sachs Abslt Ret Multi-Asst R6 GARNX 1.09 1.75 0.36 -4.24 0.39 ---
Goldman Sachs Abslt Ret Multi-Asst P GARPX 1.11 1.75 0.37 --- --- ---
Goldman Sachs Abslt Ret Multi-Asst R GARRX 1.06 1.87 0.32 -4.79 -0.23 ---
Goldman Sachs Absolute Ret Trckr A GARTX 0.87 1.70 -1.68 -2.92 4.29 2.04
Goldman Sachs Absolute Ret Trckr R6 GARUX 1.01 1.76 -1.57 -2.48 4.68 ---
Aberdeen Diversified Alternatives A GASAX 0.63 1.30 -1.65 -3.57 1.52 0.53
Aberdeen Diversified Alternatives I GASIX 0.63 1.29 -1.54 -3.23 1.89 0.88
Aberdeen Diversified Alternatives R GASRX 0.56 1.23 -1.73 -3.88 1.20 0.22
Astor Macro Alternative I GBLMX 0.22 2.78 -2.63 -1.65 4.79 ---
Goldman Sachs Absolute Ret Trckr C GCRTX 0.82 1.72 -1.83 -3.63 3.52 1.27
Goldman Sachs Alternative Premia A GDAFX 2.39 2.65 0.72 -4.01 6.55 2.07
Goldman Sachs Alternative Premia C GDCFX 2.31 2.59 0.52 -4.76 5.71 1.30
Goldman Sachs Alternative Premia Inv GDHFX 2.48 2.74 0.83 -3.74 6.82 2.34
Goldman Sachs Alternative Premia R6 GDHUX 2.59 2.72 0.82 -3.61 6.97 ---
Goldman Sachs Alternative Premia Instl GDIFX 2.59 2.71 0.82 -3.60 7.01 2.50
Goldman Sachs Alternative Premia R GDRFX 2.45 2.71 0.62 -4.20 6.28 1.83
GuideStone Funds Strategic Alts Instl GFSYX 0.34 1.01 -0.32 0.67 --- ---
GuideStone Funds Strategic Alts Investor GFSZX 0.31 1.01 -0.35 0.34 --- ---
Goldman Sachs Multi-Manager Alts Inv GIMMX 0.91 1.01 -0.40 -3.57 1.25 -0.04
Goldman Sachs Absolute Ret Trckr Instl GJRTX 0.99 1.76 -1.58 -2.49 4.70 2.45
Invesco Global Targeted Returns A GLTAX 1.82 0.42 -0.33 -3.40 0.17 0.83
Invesco Global Targeted Returns C GLTCX 1.74 0.43 -0.51 -4.15 -0.57 0.08
Invesco Global Targeted Returns R5 GLTFX 1.81 0.42 -0.29 -3.16 0.43 1.09
Invesco Global Targeted Returns R GLTRX 1.83 0.42 -0.35 -3.65 -0.05 0.60
Invesco Global Targeted Returns R6 GLTSX 1.92 0.53 -0.29 -3.16 0.44 1.09
Invesco Global Targeted Returns Y GLTYX 1.92 0.42 -0.29 -3.16 0.43 1.09
Goldman Sachs Multi-Manager Alts A GMAMX 0.81 0.91 -0.50 -3.87 1.00 -0.29
Goldman Sachs Multi-Manager Alts C GMCMX 0.84 0.94 -0.62 -4.55 0.25 -1.03
Goldman Sachs Multi-Manager Alts R6 GMMFX 0.90 0.90 -0.50 --- --- ---
Goldman Sachs Multi-Manager Alts P GMMPX 1.01 1.01 -0.40 --- --- ---
Grant Park Multi Alternative Strats A GPAAX 0.77 -0.10 0.39 -10.54 1.46 2.69
Grant Park Multi Alternative Strats C GPACX 0.79 0.00 0.20 -11.17 0.73 1.97
Grant Park Multi Alternative Strats I GPAIX 0.76 -0.09 0.38 -10.38 1.71 2.97
Grant Park Multi Alternative Strats N GPANX 0.77 0.00 0.39 -10.52 1.46 2.73
Goldman Sachs Multi-Manager Alts R GRMMX 0.82 0.92 -0.61 -4.09 0.75 -0.54
Goldman Sachs Absolute Ret Trckr R GRRTX 0.97 1.74 -1.66 -3.04 4.06 1.81
Goldman Sachs Absolute Ret Trckr P GSGPX 0.90 1.76 -1.57 --- --- ---
GMO SGM Major Markets III GSMFX 1.33 1.50 1.01 -1.76 2.32 1.96
GMO SGM Major Markets VI GSMHX 1.33 1.48 1.00 -1.69 2.41 ---
GMO SGM Major Markets IV GSMJX 1.31 1.48 1.01 -1.71 --- ---
Goldman Sachs Multi-Manager Alts Instl GSMMX 0.90 1.01 -0.40 -3.46 1.40 0.10
GMO Special Opportunities VI GSOFX 2.71 7.01 -5.86 -5.75 13.27 ---
Goldman Sachs Absolute Ret Trckr Inv GSRTX 0.92 1.66 -1.68 -2.70 4.55 2.30
Goldman Sachs Alternative Premia P GSSPX 2.46 2.72 0.82 --- --- ---
Highmore Managed Volatility Instl HMVZX -4.53 0.00 -2.79 -11.99 --- ---
Transamerica Multi-Manager Alt Strat A IMUAX 0.80 1.73 -2.09 -4.73 1.85 0.27
Transamerica Multi-Manager Alt Strat C IMUCX 0.71 1.62 -2.22 -5.45 1.10 -0.47
Transamerica Multi-Manager Alt Strat T1 IMUTX 0.79 1.73 -1.99 -4.62 --- ---
Infinity Q Diversified Alpha Investor IQDAX 2.19 0.34 4.68 12.84 6.46 ---
Infinity Q Diversified Alpha Instl IQDNX 2.17 0.26 4.65 13.05 6.71 ---
IQ-Striquer A IQSAX -0.57 -1.25 -5.56 --- --- ---
IQ-Striquer I IQSIX -0.57 -1.25 -5.54 --- --- ---
JHancock Alternative Asset Allc A JAAAX 0.98 1.82 -0.70 -3.13 3.19 0.93
JHancock Alternative Asset Allc C JAACX 0.89 1.81 -0.87 -3.82 2.45 0.22
JHancock Alternative Asset Allc I JAAIX 1.03 1.90 -0.58 -2.88 3.50 1.25
James Alpha Mlt Strat Alt Inc A JAAMX 0.79 4.34 -4.49 -1.39 6.19 ---
JHancock Alternative Asset Allc R2 JAAPX 1.02 1.90 -0.67 -3.23 3.09 0.82
JHancock Alternative Asset Allc R6 JAARX 1.06 1.90 -0.56 -2.72 3.61 1.38
JHancock Alternative Asset Allc R4 JAASX 1.01 1.89 -0.61 -2.97 3.34 1.08
James Alpha Mlt Strat Alt Inc C JACMX 0.72 4.17 -4.76 -2.18 5.38 ---
James Alpha Event Driven A JAEAX 1.44 3.03 -1.50 -2.83 --- ---
James Alpha Event Driven C JAECX 1.44 3.03 -1.50 -2.83 --- ---
James Alpha Event Driven I JAEIX 1.44 3.03 -1.50 -2.83 --- ---
James Alpha Event Driven Portfolio S JAESX 1.44 3.03 -1.50 -2.64 --- ---
James Alpha Mlt Strat Alt Inc I JAIMX 0.74 4.33 -4.42 -1.13 6.43 ---
JPMorgan Systematic Alpha R6 JALPX 0.49 0.63 1.23 -5.62 -1.69 0.32
James Alpha Mlt Strat Alt Inc S JASMX 0.85 4.30 -4.39 -0.79 --- ---
Janus Henderson Diversified Alts D JDADX 2.40 1.66 0.42 -4.18 3.16 1.53
Janus Henderson Diversified Alts I JDAIX 2.34 1.56 0.36 -4.13 3.24 1.60
Janus Henderson Diversified Alts N JDANX 2.48 1.65 0.50 -3.98 3.34 1.68
Janus Henderson Diversified Alts S JDASX 2.30 1.58 0.30 -4.43 2.89 1.31
Janus Henderson Diversified Alts T JDATX 2.43 1.67 0.43 -4.19 3.14 1.52
Janus Henderson Diversified Alts A JDDAX 2.36 1.57 0.37 -4.34 3.01 1.40
Janus Henderson Diversified Alts C JDDCX 2.44 1.60 0.29 -4.89 2.30 0.77
James Alpha Family Office A JFOAX 1.26 3.99 -5.11 -8.96 --- ---
James Alpha Family Office C JFOCX 1.05 3.88 -5.34 -9.71 --- ---
James Alpha Family Office I JFOIX 1.26 3.98 -5.00 -8.77 --- ---
James Alpha Family Office S JFOSX 1.25 3.95 -5.05 -8.20 --- ---
JHancock Global Focused Strategies R6 JGFDX 1.74 1.52 -0.21 -4.24 --- ---
JHancock Global Focused Strategies C JGFEX 1.76 1.54 -0.40 -5.28 --- ---
JHancock Global Focused Strategies I JGFGX 1.86 1.63 -0.19 -4.33 --- ---
JHancock Global Focused Strategies A JGFOX 1.86 1.64 -0.14 -4.60 --- ---
JHancock Global Absolute Ret Strats A JHAAX 0.91 0.71 0.61 -5.60 -0.82 0.00
JHancock Global Absolute Ret Strats C JHACX 0.93 0.72 0.52 -6.25 -1.49 -0.68
JHancock Global Absolute Ret Strats I JHAIX 1.00 0.80 0.70 -5.36 -0.49 0.33
JHancock Global Absolute Ret Strats R2 JHARX 0.92 0.71 0.61 -5.71 -0.89 -0.17
JHancock Global Absolute Ret Strats R6 JHASX 1.00 0.80 0.80 -5.17 -0.36 0.46
JHancock Global Cnsrv Abs Ret A JHRAX 0.87 0.54 0.44 0.11 0.12 -0.09
JHancock Global Cnsrv Abs Ret C JHRCX 0.77 0.55 0.33 -0.65 -0.64 ---
JHancock Global Cnsrv Abs Ret I JHRIX 0.87 0.54 0.54 0.32 0.38 0.16
JHancock Global Cnsrv Abs Ret R6 JHRRX 0.87 0.54 0.54 0.43 0.49 0.28
JPMorgan Multi-Manager Alternatives C JMCMX 0.30 1.53 -2.21 -3.45 0.37 ---
JPMorgan Multi-Manager Alternatives A JMMAX 0.30 1.58 -2.16 -3.00 0.87 ---
JPMorgan Multi-Manager Alternatives R5 JMMRX 0.37 1.55 -2.00 -2.58 1.32 ---
JPMorgan Multi-Manager Alternatives I JMMSX 0.29 1.56 -2.08 -2.78 1.13 ---
JPMorgan Multi-Manager Alternatives R6 JMMYX 0.36 1.55 -2.00 -2.51 1.38 ---
JPMorgan Systematic Alpha A JSALX 0.36 0.58 1.04 -6.15 -2.21 -0.17
JPMorgan Systematic Alpha C JSYAX 0.37 0.59 0.99 -6.55 -2.66 -0.65
James Alpha Total Hedge A JTHAX 1.24 2.63 -2.21 -5.53 --- ---
James Alpha Total Hedge C JTHCX 1.14 2.52 -2.41 -6.19 --- ---
James Alpha Total Hedge I JTHIX 1.24 2.63 -2.13 -5.26 --- ---
James Alpha Total Hedge S JTHSX 1.24 2.62 -2.12 -5.17 --- ---
KCM Macro Trends Institutional KCMIX 0.65 4.40 -2.16 -3.02 --- ---
KCM Macro Trends R-1 KCMTX 0.55 4.41 -2.17 -3.24 11.55 5.89
EnTrustPermal Alternative Core A LPTAX 1.00 2.07 -2.05 -8.98 0.67 0.25
EnTrustPermal Alternative Core C LPTCX 0.93 2.09 -2.23 -9.63 -0.05 -0.49
EnTrustPermal Alternative Core FI LPTFX 1.05 2.18 -1.94 -8.94 0.70 0.27
EnTrustPermal Alternative Core I LPTIX 1.04 2.16 -1.93 -8.74 0.95 0.51
EnTrustPermal Alternative Core IS LPTSX 0.99 2.13 -2.01 -8.72 0.95 0.51
Invesco Alternative Strategies A LQLAX 0.34 0.45 -1.34 -4.94 2.13 ---
Invesco Alternative Strategies C LQLCX 0.31 0.45 -1.50 -5.71 1.39 ---
Invesco Alternative Strategies R5 LQLFX 0.45 0.45 -1.23 -4.72 2.38 ---
Invesco Alternative Strategies R LQLRX 0.37 0.34 -1.43 -5.22 1.89 ---
Invesco Alternative Strategies R6 LQLSX 0.45 0.45 -1.23 -4.72 2.38 ---
Invesco Alternative Strategies Y LQLYX 0.34 0.45 -1.33 -4.81 2.38 ---
BNY Mellon Absolute Insgt Multi-Strat A MAJAX 0.20 0.33 -1.34 -3.84 -0.85 ---
BNY Mellon Absolute Insgt Multi-Strat C MAJCX 0.14 0.34 -1.43 -4.21 -1.50 ---
BNY Mellon Absolute Insgt Multi-Strat I MAJIX 0.27 0.42 -1.10 -3.13 -0.43 ---
BNY Mellon Absolute Insgt Multi-Strat Y MAJYX 0.27 0.42 -1.10 -3.13 -0.43 ---
Litman Gregory Masters Alt Strats Instl MASFX 0.94 1.53 -0.64 -1.42 4.28 2.61
Litman Gregory Masters Alt Strats Inv MASNX 0.96 1.53 -0.71 -1.67 4.04 2.36
Catalyst/Millburn Hedge Strategy A MBXAX -0.60 -0.03 -2.18 -3.74 9.64 ---
Catalyst/Millburn Hedge Strategy C MBXCX -0.64 -0.07 -2.35 -4.43 8.81 ---
Catalyst/Millburn Hedge Strategy I MBXIX -0.56 -0.03 -2.10 -3.47 9.91 ---
DWS Global Macro Inst MGINX 1.30 2.21 -0.63 2.56 10.77 4.14
Miles Capital Alternatives Advantage I MILIX 0.93 1.56 -2.62 -6.54 --- ---
Morgan Stanley Inst Multi-Asst I MMPIX 0.51 0.11 0.30 0.62 -0.97 -3.25
Morgan Stanley Inst Multi-Asst L MMPLX 0.34 0.00 0.02 -0.20 -1.82 -4.03
Morgan Stanley Inst Multi-Asst A MMPPX 0.36 0.00 0.04 0.25 -1.37 -3.60
MProved Systematic Multi-Strategy Inv MMSJX -0.60 -0.49 4.32 3.90 --- ---
MProved Systematic Multi-Strategy Instl MMSQX -0.60 -0.58 4.41 4.09 --- ---
Morgan Stanley Inst Multi-Asst C MSMEX 0.36 0.11 -0.08 -0.51 -2.06 ---
Morgan Stanley Inst Multi-Asst IS MSPMX 0.45 0.11 0.24 0.66 -0.96 ---
Morningstar Alternatives MSTVX 0.25 0.20 --- --- --- ---
Neuberger Berman Abs Ret Multi-Mgr A NABAX 0.29 1.18 -3.64 -4.44 1.29 -0.58
Neuberger Berman Abs Ret Multi-Mgr C NABCX 0.20 1.13 -3.82 -5.12 0.55 -1.32
Neuberger Berman Abs Ret Multi-Mgr Instl NABIX 0.29 1.16 -3.59 -4.12 1.64 -0.21
Neuberger Berman Multi-Style Premia A NMLAX -2.28 -0.53 -3.30 --- --- ---
Neuberger Berman Multi-Style Premia C NMLCX -2.34 -0.57 -3.48 --- --- ---
Neuberger Berman Multi-Style PremiaInstl NMLIX -2.26 -0.53 -3.20 --- --- ---
Neuberger Berman Multi-Style Premia R6 NMLRX -2.26 -0.53 -3.21 --- --- ---
Neuberger Berman Abs Ret Multi-Mgr R6 NRABX 0.29 1.25 -3.58 -4.03 1.71 -0.19
Oakhurst Strategic Defined Risk Instl OASDX 0.82 2.09 -3.77 -6.39 --- ---
Vivaldi Multi-Strategy A OMOAX 2.08 2.83 1.12 -1.70 2.64 2.06
Vivaldi Multi-Strategy I OMOIX 2.10 2.86 1.20 -1.41 2.96 2.38
OnTrack Core Investor OTRFX -0.10 0.16 -2.54 -6.27 3.97 1.26
OnTrack Core Advisor OTRGX -0.12 0.14 -2.59 -6.48 3.74 1.05
PACE Alternative Strategies A PASIX 1.10 1.79 -2.10 -5.28 0.11 0.55
PACE Alternative Strategies P PASPX 1.11 1.81 -2.02 -5.05 0.34 0.81
PACE Alternative Strategies Y PASYX 1.11 1.80 -2.01 -5.03 0.40 0.82
BlackRock Tactical Opportunities Instl PBAIX 0.19 0.15 -1.25 4.20 5.29 2.93
BlackRock Tactical Opportunities K PBAKX 0.21 0.22 -1.23 4.37 --- ---
BlackRock Tactical Opportunities Inv A PCBAX 0.16 0.15 -1.36 3.84 4.95 2.62
BlackRock Tactical Opportunities Service PCBSX 0.18 0.22 -1.33 3.93 5.04 2.63
Putnam Multi-Asset Absolute Return A PDMAX 1.83 1.96 -1.11 -7.74 2.07 1.62
Putnam Multi-Asset Absolute Return B PDMBX 1.78 1.92 -1.25 -8.45 1.32 0.87
Putnam Multi-Asset Absolute Return C PDMCX 1.76 1.92 -1.28 -8.42 1.31 0.87
Putnam Multi-Asset Absolute Return R6 PDMEX 1.84 1.95 -0.99 -7.42 2.43 1.96
Putnam Multi-Asset Absolute Return M PDMMX 1.74 1.91 -1.27 -8.26 1.54 1.11
Putnam Multi-Asset Absolute Return R PDMRX 1.77 1.90 -1.22 -8.02 1.80 1.36
Putnam Multi-Asset Absolute Return Y PDMYX 1.80 1.96 -1.04 -7.49 2.33 1.88
Virtus Rampart Alternatives Diver A PDPAX 0.78 5.24 -4.60 -5.67 6.39 0.95
Virtus Rampart Alternatives Diver C PDPCX 0.74 5.23 -4.87 -6.36 5.58 0.19
RiskPro® Alternative 0-15 R PFAOX -0.30 -0.10 -0.51 -2.33 --- ---
Principal Global Multi-Strategy R-6 PGLSX 0.39 1.08 -1.77 -4.35 --- ---
Pacific Funds Diversified Alts A PLALX 1.61 1.65 -1.11 -6.37 2.94 1.82
Pacific Funds Diversified Alts C PLCLX 1.57 1.57 -1.32 -7.15 2.14 1.06
Pacific Funds Diversified Alts Adv PLDLX 1.62 1.65 -1.09 -6.13 3.14 2.04
Principal Global Multi-Strategy A PMSAX 0.40 1.09 -1.88 -4.65 2.29 1.46
Principal Global Multi-Strategy C PMSCX 0.25 1.02 -2.10 -5.47 1.47 0.67
Principal Global Multi-Strategy Instl PSMIX 0.35 1.08 -1.81 -4.39 2.60 1.80
Palmer Square Strategic Credit A PSQAX 1.02 1.05 0.32 1.71 4.00 0.58
Palmer Square Strategic Credit I PSQIX 1.04 1.05 0.34 1.92 4.29 0.86
PGIM QMA Global Tactical Allocation A PTALX 0.33 2.46 -4.48 -5.45 4.31 ---
PGIM QMA Global Tactical Allocation C PTCLX 0.22 2.40 -4.68 -6.25 3.53 ---
PGIM QMA Global Tactical Allocation R6 PTQLX 0.33 2.44 -4.46 -5.23 4.56 ---
PGIM QMA Global Tactical Allocation Z PTZLX 0.44 2.44 -4.35 -5.13 4.59 ---
PIMCO Multi-Strategy Alternative A PXAAX 0.27 0.82 -0.73 -1.07 3.48 ---
PIMCO Multi-Strategy Alternative Instl PXAIX 0.28 0.82 -0.62 -0.61 3.90 ---
PIMCO Multi-Strategy Alternative I2 PXAPX 0.25 0.72 -0.65 -0.75 3.80 ---
Quantified Alternative Investment Adv QALAX -1.52 0.22 -3.92 -12.62 --- ---
Quantified Alternative Investment Inv QALTX -1.44 0.22 -3.71 -12.10 3.01 -0.12
AQR Global Macro I QGMIX -1.42 0.33 -2.44 4.22 0.82 ---
AQR Global Macro N QGMNX -1.40 0.33 -2.54 4.09 0.58 ---
AQR Global Macro R6 QGMRX -1.48 0.33 -2.50 4.27 0.87 ---
Oppenheimer Fundamental Alternatives C QOPCX -0.86 0.52 -4.28 -3.60 -0.25 0.59
Oppenheimer Fundamental Alternatives I QOPIX -0.78 0.57 -4.00 -2.49 0.94 1.78
Oppenheimer Fundamental Alternatives R QOPNX -0.80 0.57 -4.16 -3.13 0.25 1.10
Oppenheimer Fundamental Alternatives Y QOPYX -0.75 0.57 -4.05 -2.63 0.75 1.60
AQR Alternative Risk Premia I QRPIX -0.13 0.32 0.19 -8.31 --- ---
AQR Alternative Risk Premia N QRPNX -0.14 0.33 0.18 -8.43 --- ---
AQR Alternative Risk Premia R6 QRPRX -0.13 0.32 0.19 -8.21 --- ---
AQR Multi-Strategy Alternative R6 QSARX 0.26 0.00 -0.26 -15.09 -4.34 ---
AQR Style Premia Alternative LV I QSLIX -0.01 0.50 -0.60 -5.72 0.30 ---
AQR Style Premia Alternative LV N QSLNX 0.10 0.60 -0.60 -5.92 0.01 ---
AQR Style Premia Alternative LV R6 QSLRX 0.06 0.60 -0.53 -5.65 0.37 ---
AQR Style Premia Alternative I QSPIX 0.85 1.00 -2.67 -13.31 -1.17 3.85
AQR Style Premia Alternative N QSPNX 0.84 1.00 -2.71 -13.57 -1.47 3.57
AQR Style Premia Alternative R6 QSPRX 0.86 1.00 -2.65 -13.28 -1.14 ---
USA Mutuals/WaveFrt Hdg Qntmtl Opps Inst QUANX -1.33 -1.18 -3.58 -11.07 --- ---
Oppenheimer Fundamental Alternatives A QVOPX -0.76 0.58 -4.10 -2.86 0.53 1.35
Aspiriant Defensive Allocation RMDFX 1.28 1.73 -0.75 -5.28 3.45 ---
Highland Resolute I RMRGX 0.65 1.56 -2.60 -7.01 3.08 1.51
Guggenheim Multi-Hedge Strategies I RYIMX 0.91 0.79 0.05 -6.38 0.01 1.25
Guggenheim Multi-Hedge Strategies A RYMQX 0.89 0.76 -0.05 -6.60 -0.23 1.00
Guggenheim Multi-Hedge Strategies C RYMRX 0.84 0.79 -0.09 -7.16 -0.93 0.27
Guggenheim Multi-Hedge Strategies P RYMSX 0.93 0.80 0.01 -6.39 -0.17 1.04
Spectrum Advisors Preferred Investor SAPEX 0.19 2.21 -5.89 -6.91 8.68 ---
SEI Long/Short Alternative Y (SIMT) SLSFX -1.09 1.20 -4.54 -5.29 3.59 ---
SEI Multi Strategy Alternatives F (SIMT) SMSAX 0.68 1.41 -1.92 -3.08 2.90 0.82
SEI Multi-Strategy Alternative Y (SIMT) SMUYX 0.74 1.41 -1.86 -2.83 3.16 ---
SEI Long/Short Alternative F (SIMT) SNAAX -1.06 1.20 -4.53 -5.46 3.40 ---
JPMorgan Systematic Alpha I SSALX 0.42 0.63 1.15 -5.84 -1.92 0.09
Stadion Trilogy Alternative Return C STTCX -1.96 -0.10 -3.16 -6.73 1.16 0.08
Stadion Trilogy Alternative Return A STTGX -1.91 -0.10 -2.99 -6.01 1.93 0.83
Stadion Trilogy Alternative Return I STTIX -1.93 -0.09 -2.92 -5.74 2.20 1.07
Transamerica Event Driven Advisor TAEVX 0.57 1.83 -2.87 -4.86 --- ---
Morgan Stanley Pathway Alt Strats TALTX 1.40 2.15 -1.11 --- --- ---
Transamerica Multi-Manager Alt Strat R6 TAMAX 0.83 1.72 -1.93 -4.35 2.27 ---
Transamerica Multi-Manager Alt Strat I TASIX 0.81 1.74 -1.99 -4.45 2.21 0.59
Transamerica Event Driven I TENIX 0.57 1.83 -2.87 -4.86 --- ---
All Terrain Opportunity Institutional TERIX 0.11 0.41 -1.15 -0.55 4.91 ---
T. Rowe Price Multi-Strategy Ttl Ret Inv TMSRX 0.86 1.19 -0.28 --- --- ---
T. Rowe Price Multi-Strategy Ttl Ret I TMSSX 0.86 1.30 -0.28 --- --- ---
1290 Multi-Alternative Strategies A TNMAX 0.81 1.95 -0.74 -3.23 3.27 ---
1290 Multi-Alternative Strategies I TNMIX 0.81 1.95 -0.68 -2.97 3.53 ---
1290 Multi-Alternative Strategies R TNMRX 0.71 1.95 -0.79 -3.48 2.99 ---
Touchstone Controlled Growth with Inc A TSAAX 0.35 1.91 -2.35 -4.02 3.50 2.08
Touchstone Controlled Growth with Inc C TSACX 0.24 1.92 -2.56 -4.70 2.74 1.30
Touchstone Controlled Growth with Inc Y TSAYX 0.22 1.81 -2.37 -3.78 3.73 2.30
Virtus Rampart Alternatives Diver I VADIX 0.84 5.36 -4.54 -5.37 6.68 1.21
Vanguard Alternative Strategies Investor VASFX -0.38 0.49 2.63 2.63 1.40 ---
Virtus Aviva Multi-Strategy Trgt Ret C VCMSX 0.02 2.26 -3.86 -5.55 -2.35 ---
Virtus Aviva Multi-Strategy Trgt Ret A VMSAX 0.13 2.35 -3.58 -4.85 -1.59 ---
Virtus Aviva Multi-Strategy Trgt Ret I VMSIX 0.13 2.34 -3.56 -4.64 -1.37 ---
Virtus Aviva Multi-Strategy Trgt Ret R6 VMSRX 0.07 2.23 -3.62 -4.60 --- ---
Securian AM Dynamic Managed Vol Instl VVMIX 1.46 2.20 -2.11 -2.56 9.77 ---
WCM Alternatives Event-Driven Instl WCEIX 1.43 1.38 1.72 5.37 5.86 2.99
WCM Alternatives Event-Driven Inv WCERX 1.32 1.28 1.60 5.06 --- ---
Weiss Alternative Balanced Risk K WEIKX 1.74 1.80 0.49 1.45 5.21 ---
Weiss Alternative Balanced Risk Inv WEIZX 1.59 1.71 0.33 1.00 --- ---
William Blair Macro Allocation I WMCIX 1.86 0.97 2.73 -1.54 3.40 0.64
William Blair Macro Allocation Instl WMCJX 1.86 0.97 2.78 -1.48 3.48 0.74
William Blair Macro Allocation N WMCNX 1.77 0.88 2.60 -1.92 3.08 0.36
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