Multialternative: Total Returns

Print
Data through 5/20/2019. 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 -0.77 4.00 0.52 -0.07 2.82 1.30
361 Macro Opportunity Inv AGMQX -4.41 -4.82 -3.89 -10.65 1.55 ---
361 Macro Opportunity I AGMZX -4.36 -4.76 -3.85 -10.45 1.80 ---
Alpha Risk Tactical Rotation Instl ARSAX -0.11 4.79 -0.55 -7.33 -1.79 -1.53
AQR Multi-Strategy Alternative I ASAIX -0.52 -2.82 -3.07 -12.56 -3.77 0.52
AQR Multi-Strategy Alternative N ASANX -0.53 -2.84 -2.96 -12.65 -3.99 0.29
Absolute Strategies I ASFIX 1.12 -2.63 -0.49 -1.69 -3.89 -2.11
Aspiration Flagship ASPFX -1.47 2.97 0.30 -0.93 2.41 ---
Dreyfus Dynamic Total Return A AVGAX -1.32 8.55 1.68 1.83 3.45 2.90
Dreyfus Dynamic Total Return C AVGCX -1.35 8.22 1.46 1.02 2.69 2.14
Dreyfus Dynamic Total Return I AVGRX -1.22 8.68 1.76 2.10 3.73 3.18
Dreyfus Dynamic Total Return Y AVGYX -1.22 8.69 1.77 2.12 3.78 3.24
BlackRock Systematic Multi-Strat Inv A BAMBX 0.31 4.79 1.46 7.64 5.58 ---
BlackRock Systematic Multi-Strat Instl BIMBX 0.30 4.81 1.49 7.95 5.81 ---
BMO Alternative Strategies I BMASX -1.18 -0.43 -2.22 -7.51 -0.72 ---
BMO Alternative Strategies A BMATX -1.30 -0.65 -2.46 -7.87 -1.00 ---
BlackRock Systematic Multi-Strat Inv C BMBCX 0.20 4.50 1.29 6.85 4.78 ---
UBS Dynamic Alpha A BNAAX -2.03 2.96 0.16 -2.21 0.41 -1.08
UBS Dynamic Alpha P BNAYX -1.99 3.05 0.16 -1.92 0.69 -0.84
BlackRock Tactical Opportunities Inv C BRBCX -1.64 -0.75 -1.79 -1.37 3.58 1.77
BlackRock Total Factor Inv A BSTAX 1.09 6.01 3.33 3.48 6.28 3.91
BlackRock Total Factor Inv C BSTCX 0.99 5.71 3.04 2.73 5.50 3.14
BlackRock Total Factor Inst BSTIX 1.08 6.10 3.32 3.77 6.53 4.17
BlackRock Total Factor K BSTKX 1.08 6.20 3.42 3.91 --- ---
Blackstone Alternative Multi-Strategy D BXMDX -0.37 3.67 -0.19 2.41 3.64 ---
Blackstone Alternative Multi-Strategy I BXMIX -0.19 4.05 0.19 2.95 4.05 ---
Blackstone Alternative Multi-Strategy Y BXMYX -0.19 4.08 0.19 3.04 4.14 ---
CCM Alternative Income Institutional CCMNX 0.46 4.82 1.50 3.53 3.98 2.14
Columbia Alternative Beta A CLAAX -1.17 -1.17 -3.81 -14.66 -6.12 ---
Columbia Alternative Beta C CLABX -1.20 -1.46 -4.02 -15.31 -6.81 ---
Columbia Alternative Beta Inst3 CLAYX -1.16 -1.16 -3.77 -14.33 -5.75 ---
Columbia Alternative Beta Inst CLAZX -1.17 -1.04 -3.79 -14.40 -5.88 ---
Columbia Alternative Beta Adv CLFUX -1.17 -1.17 -3.79 -14.48 -5.88 ---
Columbia Alternative Beta Inst2 CLIVX -1.16 -1.04 -3.78 -14.35 -5.80 ---
CMG Tactical All Asset Strategy I CMGHX -1.69 -0.20 -1.00 -2.94 1.33 ---
CMG Tactical All Asset Strategy A CMGQX -1.69 -0.30 -1.00 -3.24 1.11 ---
Multi-Manager Alternative Strat A CPASX 0.22 3.21 2.15 1.01 -0.47 -0.46
Columbia Alternative Beta R CRRLX -1.18 -1.31 -3.84 -14.85 -6.36 ---
Credit Suisse Multialternative Strat A CSQAX -1.51 3.37 -0.61 0.72 2.05 1.25
Credit Suisse Multialternative Strat C CSQCX --- --- --- --- --- ---
Credit Suisse Multialternative Strat I CSQIX -1.49 3.44 -0.60 0.92 2.29 1.48
Multi-Manager Alternative Strat Inst CZAMX 0.22 3.20 2.15 1.26 --- ---
Dunham Dynamic Macro A DAAVX -1.63 7.21 1.15 0.04 1.69 0.89
Dunham Monthly Distribution A DAMDX -0.14 2.41 0.21 2.14 2.96 1.45
DWS Global Macro C DBICX -1.51 4.59 0.89 3.14 6.87 3.50
DWS Global Macro A DBISX -1.42 4.85 1.04 3.88 7.66 4.25
DWS Global Macro R DBITX -1.47 4.82 0.97 3.59 7.42 4.01
DWS Global Macro S DBIVX -1.45 4.97 1.06 4.08 7.89 4.48
Dunham Dynamic Macro C DCAVX -1.70 6.81 0.98 -0.78 0.89 0.15
Dunham Monthly Distribution C DCMDX -0.21 2.11 0.01 1.40 2.18 0.68
Driehaus Event Driven DEVDX 1.88 14.21 4.20 5.51 7.63 2.57
BNY Mellon Insight Brd Opportunities A DIOAX -0.97 5.27 1.58 1.62 --- ---
BNY Mellon Insight Brd Opportunities C DIOCX -1.06 4.92 1.42 0.84 --- ---
BNY Mellon Insight Brd Opportunities I DIOIX -0.97 5.35 1.67 1.90 --- ---
BNY Mellon Insight Brd Opportunities Y DIOYX -0.97 5.35 1.67 1.91 --- ---
Driehaus Multi-Asset Gr Economies DMAGX -4.25 6.75 -0.09 -5.48 --- ---
Destinations Multi Strategy Alts I DMSFX -0.20 6.42 1.04 0.31 --- ---
Destinations Multi Strategy Alts Z DMSZX -0.21 6.47 1.08 --- --- ---
Dunham Dynamic Macro N DNAVX -1.62 7.16 1.25 0.17 1.94 1.15
Dunham Monthly Distribution N DNMDX -0.11 2.51 0.26 2.42 3.22 1.70
Dreyfus Alternative Diversifier Strats A DRNAX -0.08 6.03 1.79 -0.24 1.18 0.67
Dreyfus Alternative Diversifier Strats C DRNCX -0.24 5.78 1.57 -1.01 0.36 -0.09
Dreyfus Alternative Diversifier Strats I DRNIX -0.08 6.14 1.80 0.14 1.55 0.98
Dreyfus Global Real Return A DRRAX 0.89 5.21 2.43 5.98 2.80 2.72
Dreyfus Global Real Return C DRRCX 0.85 4.91 2.21 5.12 2.03 1.96
Dreyfus Global Real Return I DRRIX 0.96 5.28 2.43 6.15 3.07 2.99
Dreyfus Global Real Return Y DRRYX 0.96 5.35 2.50 6.31 3.16 3.06
Dreyfus Alternative Diversifier Strats Y DRYNX -0.16 6.20 1.79 0.22 1.65 1.12
MFS Global Alternative Strategy A DVRAX -0.57 6.10 1.46 5.98 3.15 1.58
MFS Global Alternative Strategy B DVRBX -0.58 5.69 1.29 5.15 2.34 0.82
MFS Global Alternative Strategy C DVRCX -0.58 5.79 1.29 5.24 2.36 0.83
MFS Global Alternative Strategy R1 DVRFX -0.59 5.75 1.30 5.20 2.35 0.82
MFS Global Alternative Strategy R2 DVRHX -0.58 5.96 1.48 5.68 2.87 1.31
MFS Global Alternative Strategy I DVRIX -0.47 6.17 1.55 6.28 3.38 1.83
MFS Global Alternative Strategy R3 DVRJX -0.57 6.10 1.56 5.96 3.13 1.57
MFS Global Alternative Strategy R4 DVRKX -0.57 6.16 1.54 6.16 3.35 1.74
MFS Global Alternative Strategy R6 DVRLX -0.47 6.24 1.64 6.31 3.49 1.94
EAS Crow Point Alternatives Inv EASAX -1.20 3.78 -1.42 -4.16 2.13 0.86
EAS Crow Point Alternatives Ins EASIX -1.19 3.86 -1.40 -4.02 2.39 1.13
Camelot Event Driven A EVDAX -0.21 9.69 1.08 6.63 9.14 5.12
Camelot Event Driven Institutional EVDIX -0.14 9.77 1.14 6.93 9.44 5.40
Franklin K2 Alternative Strategies A FAAAX -0.62 4.63 0.89 1.17 3.94 2.75
Franklin K2 Alternative Strategies Adv FABZX -0.53 4.80 0.98 1.44 4.19 3.05
Fulcrum Diversified Abslt Ret Instl FARIX -1.76 3.01 -0.56 -0.94 1.98 ---
Fulcrum Diversified Abslt Ret Spr Instl FARYX -1.76 2.89 -0.56 -1.03 1.99 ---
Franklin K2 Alternative Strategies C FASCX -0.63 4.33 0.73 0.39 3.15 2.04
Franklin K2 Alternative Strategies R6 FASRX -0.52 4.79 0.98 1.52 4.28 3.12
Fiera Capital Diversified Alt Instl FCAIX 0.00 4.88 2.32 0.11 -1.02 ---
Fiera Capital Diversified Alt Inv FCARX -0.11 4.70 2.13 -0.11 -1.25 ---
Franklin K2 Global Macro Opps A FKMAX -0.21 3.53 2.29 2.05 --- ---
Franklin K2 Global Macro Opps C FKMDX -0.33 3.14 2.00 1.21 --- ---
Franklin K2 Global Macro Opps R6 FKMQX -0.21 3.63 2.28 2.19 --- ---
Franklin K2 Global Macro Opps R FKMRX -0.32 3.42 2.18 1.93 --- ---
Franklin K2 Global Macro Opps Adv FKMZX -0.32 3.52 2.28 2.19 --- ---
Franklin K2 Alternative Strategies R FSKKX -0.53 4.53 0.80 0.91 3.69 2.44
FS Multi-Strategy Alternatives A FSMMX 0.49 5.48 1.59 2.14 --- ---
FS Multi-Strategy Alternatives I FSMSX 0.49 5.45 1.59 2.33 --- ---
Natixis ASG Global Alternatives A GAFAX -0.37 4.99 1.61 -1.22 4.58 1.00
Natixis ASG Global Alternatives C GAFCX -0.40 4.70 1.42 -1.95 3.82 0.24
Natixis ASG Global Alternatives N GAFNX -0.27 5.20 1.77 -0.83 4.93 1.30
Natixis ASG Global Alternatives Y GAFYX -0.27 5.10 1.77 -0.97 4.86 1.26
Aberdeen Diversified Alternatives I/S GAISX -0.08 3.29 0.46 -0.10 2.17 1.08
Aberdeen Diversified Alternatives C GAMCX -0.08 2.96 0.25 -1.03 1.25 0.12
Goldman Sachs Abslt Ret Multi-Asst A GARDX -0.21 4.07 0.96 -0.54 0.95 ---
Goldman Sachs Abslt Ret Multi-Asst C GAREX -0.32 3.65 0.64 -1.38 0.18 ---
Goldman Sachs Abslt Ret Multi-Asst Instl GARFX -0.21 4.15 1.06 -0.21 1.37 ---
Goldman Sachs Abslt Ret Multi-Asst Inv GARMX -0.21 4.06 0.96 -0.33 1.22 ---
Goldman Sachs Abslt Ret Multi-Asst R6 GARNX -0.21 4.06 0.96 -0.29 1.35 ---
Goldman Sachs Abslt Ret Multi-Asst P GARPX -0.21 4.17 1.06 -0.17 --- ---
Goldman Sachs Abslt Ret Multi-Asst R GARRX -0.21 3.96 0.85 -0.86 0.69 ---
Goldman Sachs Absolute Ret Trckr A GARTX -0.96 4.98 0.98 0.85 4.62 2.76
Goldman Sachs Absolute Ret Trckr R6 GARUX -0.93 5.17 1.06 1.20 5.00 ---
Aberdeen Diversified Alternatives A GASAX -0.08 3.27 0.49 -0.39 1.87 0.77
Aberdeen Diversified Alternatives I GASIX -0.08 3.38 0.55 0.00 2.26 1.12
Aberdeen Diversified Alternatives R GASRX -0.16 3.07 0.35 -0.68 1.53 0.48
Astor Macro Alternative I GBLMX -0.71 11.33 4.19 8.22 5.75 ---
Goldman Sachs Absolute Ret Trckr C GCRTX -1.04 4.79 0.71 0.08 3.82 1.97
Goldman Sachs Alternative Premia A GDAFX 0.63 1.14 -3.03 -0.53 4.88 1.66
Goldman Sachs Alternative Premia C GDCFX 0.54 0.82 -3.14 -1.34 4.12 0.89
Goldman Sachs Alternative Premia Inv GDHFX 0.74 1.24 -2.98 -0.29 5.17 1.89
Goldman Sachs Alternative Premia R6 GDHUX 0.61 1.24 -2.96 -0.17 5.29 ---
Goldman Sachs Alternative Premia Instl GDIFX 0.74 1.36 -2.84 -0.05 5.36 2.08
Goldman Sachs Alternative Premia R GDRFX 0.64 1.03 -3.09 -0.79 4.63 1.40
GuideStone Funds Strategic Alts Instl GFSYX -0.39 2.43 0.60 2.18 --- ---
GuideStone Funds Strategic Alts Investor GFSZX -0.39 2.33 0.60 1.95 --- ---
Goldman Sachs Multi-Manager Alts Inv GIMMX -0.10 4.24 1.08 1.08 1.53 0.42
Goldman Sachs Absolute Ret Trckr Instl GJRTX -0.93 5.16 1.06 1.19 5.01 3.15
Glenmede Alternative Risk Premia GLARX -0.48 2.68 -1.43 --- --- ---
Invesco Global Targeted Returns A GLTAX -0.31 2.11 1.15 0.01 -0.22 0.61
Invesco Global Targeted Returns C GLTCX -0.21 1.94 1.07 -0.69 -0.93 -0.13
Invesco Global Targeted Returns R5 GLTFX -0.31 2.21 1.25 0.25 0.01 0.87
Invesco Global Targeted Returns R GLTRX -0.21 2.01 1.16 -0.22 -0.45 0.36
Invesco Global Targeted Returns R6 GLTSX -0.21 2.31 1.25 0.25 0.05 0.87
Invesco Global Targeted Returns Y GLTYX -0.21 2.21 1.25 0.25 0.05 0.87
Goldman Sachs Multi-Manager Alts A GMAMX -0.10 4.06 0.99 0.79 1.29 0.17
Goldman Sachs Multi-Manager Alts C GMCMX -0.20 3.77 0.81 0.00 0.52 -0.57
Goldman Sachs Multi-Manager Alts R6 GMMFX -0.10 4.22 1.07 1.17 --- ---
Goldman Sachs Multi-Manager Alts P GMMPX -0.10 4.22 1.07 1.17 --- ---
Grant Park Multi Alternative Strats A GPAAX -0.27 5.26 2.61 -1.68 2.43 3.91
Grant Park Multi Alternative Strats C GPACX -0.37 5.01 2.40 -2.44 1.67 3.13
Grant Park Multi Alternative Strats I GPAIX -0.27 5.31 2.68 -1.49 2.68 4.18
Grant Park Multi Alternative Strats N GPANX -0.27 5.35 2.61 -1.67 2.43 3.93
Goldman Sachs Multi-Manager Alts R GRMMX -0.10 4.00 1.00 0.59 1.04 -0.08
Goldman Sachs Absolute Ret Trckr R GRRTX -0.99 4.88 0.89 0.60 4.32 2.49
Goldman Sachs Absolute Ret Trckr P GSGPX -0.93 5.28 1.06 1.31 --- ---
GMO SGM Major Markets III GSMFX -1.51 4.64 1.74 -0.14 3.92 2.36
GMO SGM Major Markets VI GSMHX -1.51 4.68 1.78 -0.06 4.01 ---
GMO SGM Major Markets IV GSMJX -1.51 4.66 1.75 -0.11 --- ---
Goldman Sachs Multi-Manager Alts Instl GSMMX -0.10 4.22 1.07 1.17 1.64 0.55
GMO Special Opportunities VI GSOFX -1.54 20.09 9.91 3.55 14.05 ---
Goldman Sachs Absolute Ret Trckr Inv GSRTX -0.94 5.10 1.07 1.12 4.86 3.00
Goldman Sachs Alternative Premia P GSSPX 0.74 1.36 -2.84 -0.05 --- ---
Transamerica Multi-Manager Alt Strat A IMUAX -0.31 4.77 1.47 -0.09 2.27 0.72
Transamerica Multi-Manager Alt Strat C IMUCX -0.41 4.43 1.26 -0.85 1.51 -0.02
Infinity Q Diversified Alpha Investor IQDAX -0.09 0.09 -0.09 5.25 6.62 ---
Infinity Q Diversified Alpha Instl IQDNX 0.00 0.17 0.00 5.57 6.89 ---
IQ-Striquer A IQSAX -3.70 -2.28 -1.61 -13.16 --- ---
IQ-Striquer I IQSIX -3.58 -2.16 -1.49 -12.94 --- ---
JHancock Alternative Asset Allc A JAAAX -0.49 4.01 0.21 0.59 2.59 1.07
JHancock Alternative Asset Allc C JAACX -0.56 3.70 0.00 -0.15 1.87 0.35
JHancock Alternative Asset Allc I JAAIX -0.42 4.16 0.35 0.92 2.91 1.39
James Alpha Mlt Strat Alt Inc A JAAMX 0.44 12.11 2.14 4.04 5.36 ---
JHancock Alternative Asset Allc R2 JAAPX -0.56 3.94 0.14 0.48 2.47 0.94
JHancock Alternative Asset Allc R6 JAARX -0.49 4.16 0.35 1.02 3.01 1.50
JHancock Alternative Asset Allc R4 JAASX -0.49 4.08 0.28 0.75 2.75 1.21
James Alpha Mlt Strat Alt Inc C JACMX 0.44 11.74 1.99 3.18 4.55 ---
James Alpha Event Driven A JAEAX -1.15 7.74 0.98 2.90 --- ---
James Alpha Event Driven C JAECX -1.15 7.74 0.98 2.90 --- ---
James Alpha Event Driven I JAEIX -1.15 7.74 0.98 2.90 --- ---
James Alpha Event Driven Portfolio S JAESX -1.15 7.83 1.08 3.19 --- ---
James Alpha Mlt Strat Alt Inc I JAIMX 0.54 12.27 2.20 4.29 5.63 ---
JPMorgan Systematic Alpha R6 JALPX -1.04 -0.28 -2.00 -2.90 -1.31 -0.35
James Alpha Mlt Strat Alt Inc S JASMX 0.54 12.30 2.29 4.60 --- ---
Janus Henderson Diversified Alts D JDADX -2.74 -0.42 -3.52 -5.86 2.13 1.28
Janus Henderson Diversified Alts I JDAIX -2.74 -0.41 -3.42 -5.81 2.21 1.35
Janus Henderson Diversified Alts N JDANX -2.63 -0.31 -3.41 -5.66 2.32 1.43
Janus Henderson Diversified Alts S JDASX -2.67 -0.42 -3.46 -6.03 1.93 1.06
Janus Henderson Diversified Alts T JDATX -2.65 -0.31 -3.44 -5.78 2.14 1.27
Janus Henderson Diversified Alts A JDDAX -2.76 -0.52 -3.54 -6.03 1.98 1.13
Janus Henderson Diversified Alts C JDDCX -2.81 -0.74 -3.62 -6.62 1.25 0.40
James Alpha Family Office A JFOAX -1.93 9.27 0.10 -2.17 --- ---
James Alpha Family Office C JFOCX -1.94 8.95 -0.10 -2.97 --- ---
James Alpha Family Office I JFOIX -1.84 9.36 0.10 -1.96 --- ---
James Alpha Family Office S JFOSX -1.82 9.50 0.29 -1.57 --- ---
JHancock Global Focused Strategies R6 JGFDX -0.41 5.43 1.78 2.67 0.29 ---
JHancock Global Focused Strategies C JGFEX -0.62 4.95 1.49 1.42 -0.85 ---
JHancock Global Focused Strategies I JGFGX -0.51 5.45 1.79 2.47 0.16 ---
JHancock Global Focused Strategies A JGFOX -0.52 5.25 1.58 2.21 -0.17 ---
JHancock Global Absolute Ret Strats A JHAAX -1.06 3.54 0.89 1.69 0.29 0.65
JHancock Global Absolute Ret Strats C JHACX -1.09 3.31 0.70 1.01 -0.40 -0.03
JHancock Global Absolute Ret Strats I JHAIX -1.05 3.71 0.98 1.97 0.59 0.97
JHancock Global Absolute Ret Strats R2 JHARX -1.07 3.46 0.79 1.60 0.16 0.50
JHancock Global Absolute Ret Strats R6 JHASX -1.05 3.70 0.97 2.06 0.68 1.08
JHancock Global Cnsrv Abs Ret A JHRAX 0.00 3.16 1.28 3.16 0.67 0.32
JHancock Global Cnsrv Abs Ret C JHRCX -0.11 2.87 1.08 2.30 -0.09 ---
JHancock Global Cnsrv Abs Ret I JHRIX 0.10 3.25 1.38 3.36 0.92 0.58
JHancock Global Cnsrv Abs Ret R6 JHRRX 0.00 3.24 1.38 3.46 1.00 0.67
JPMorgan Systematic Alpha A JSALX -1.14 -0.50 -2.19 -3.46 -1.81 -0.83
JPMorgan Systematic Alpha C JSYAX -1.10 -0.66 -2.25 -3.90 -2.27 -1.31
James Alpha Total Hedge A JTHAX -1.47 5.89 0.50 -1.23 --- ---
James Alpha Total Hedge C JTHCX -1.47 5.57 0.40 -1.92 --- ---
James Alpha Total Hedge I JTHIX -1.46 5.99 0.60 -0.95 --- ---
James Alpha Total Hedge S JTHSX -1.37 6.09 0.70 -0.75 --- ---
KCM Macro Trends Institutional KCMIX -4.02 5.17 -3.09 -0.86 --- ---
KCM Macro Trends R-1 KCMTX -4.03 5.09 -3.18 -1.10 10.91 6.31
EnTrust Global - Alternative Core A LPTAX 0.16 2.39 -0.31 -6.34 -0.67 0.49
EnTrust Global - Alternative Core C LPTCX 0.08 2.09 -0.55 -7.07 -1.41 -0.26
EnTrust Global - Alternative Core FI LPTFX 0.08 2.41 -0.38 -6.35 -0.67 0.49
EnTrust Global - Alternative Core I LPTIX 0.16 2.56 -0.31 -6.15 -0.42 0.74
EnTrust Global - Alternative Core IS LPTSX 0.15 2.60 -0.23 -6.09 -0.38 0.75
Invesco Alternative Strategies A LQLAX -1.21 0.34 -1.10 -4.27 1.44 ---
Invesco Alternative Strategies C LQLCX -1.22 0.00 -1.33 -5.07 0.65 ---
Invesco Alternative Strategies R5 LQLFX -1.10 0.45 -0.99 -3.94 1.69 ---
Invesco Alternative Strategies R LQLRX -1.21 0.11 -1.21 -4.56 1.16 ---
Invesco Alternative Strategies R6 LQLSX -1.10 0.45 -1.10 -3.94 1.69 ---
Invesco Alternative Strategies Y LQLYX -1.10 0.45 -1.10 -4.04 1.69 ---
BNY Mellon Absolute Insgt Multi-Strat A MAJAX 0.00 0.58 0.08 -3.06 -0.45 ---
BNY Mellon Absolute Insgt Multi-Strat C MAJCX -0.08 0.34 -0.08 -3.51 -1.08 ---
BNY Mellon Absolute Insgt Multi-Strat I MAJIX 0.00 0.67 0.17 -2.51 -0.05 ---
BNY Mellon Absolute Insgt Multi-Strat Y MAJYX 0.00 0.75 0.17 -2.42 -0.03 ---
Litman Gregory Masters Alt Strats Instl MASFX -0.35 4.58 1.20 2.65 3.87 2.82
Litman Gregory Masters Alt Strats Inv MASNX -0.35 4.52 1.15 2.38 3.63 2.57
Catalyst/Millburn Hedge Strategy A MBXAX -2.21 6.59 0.76 5.74 9.78 ---
Catalyst/Millburn Hedge Strategy C MBXCX -2.25 6.28 0.58 4.97 8.97 ---
Catalyst/Millburn Hedge Strategy I MBXIX -2.20 6.66 0.82 6.03 10.04 ---
DWS Global Macro Inst MGINX -1.35 5.07 1.17 4.14 7.93 4.53
Miles Capital Alternatives Advantage I MILIX -0.90 3.44 -0.20 -2.63 0.74 ---
Morgan Stanley Inst Multi-Asst I MMPIX -1.80 -0.53 -0.96 -0.03 -1.12 -3.00
Morgan Stanley Inst Multi-Asst L MMPLX -1.84 -0.87 -1.09 -0.86 -1.94 -3.77
Morgan Stanley Inst Multi-Asst A MMPPX -1.81 -0.65 -0.97 -0.40 -1.48 -3.33
MProved Systematic Multi-Strategy Inv MMSJX -3.84 -2.72 -3.84 4.18 --- ---
MProved Systematic Multi-Strategy Instl MMSQX -3.82 -2.71 -3.73 4.49 --- ---
Morgan Stanley Inst Multi-Asst C MSMEX -1.87 -0.89 -1.22 -1.08 -2.23 ---
Morgan Stanley Inst Multi-Asst IS MSPMX -1.69 -0.43 -0.85 0.01 -1.07 ---
Morningstar Alternatives MSTVX 0.00 1.30 0.50 --- --- ---
Neuberger Berman Abs Ret Multi-Mgr A NABAX 0.19 4.80 1.62 -0.83 2.73 0.23
Neuberger Berman Abs Ret Multi-Mgr C NABCX 0.10 4.42 1.40 -1.65 1.95 -0.54
Neuberger Berman Abs Ret Multi-Mgr Instl NABIX 0.28 4.92 1.68 -0.46 3.10 0.59
Neuberger Berman Multi-Style Premia A NMLAX -0.30 2.11 0.78 -1.54 --- ---
Neuberger Berman Multi-Style Premia C NMLCX -0.34 1.84 0.65 -2.25 --- ---
Neuberger Berman Multi-Style PremiaInstl NMLIX -0.26 2.28 0.91 -1.15 --- ---
Neuberger Berman Multi-Style Premia R6 NMLRX -0.26 2.32 0.95 -1.07 --- ---
Neuberger Berman Abs Ret Multi-Mgr R6 NRABX 0.28 5.02 1.68 -0.46 3.16 0.62
Oakhurst Strategic Defined Risk Instl OASDX -1.67 4.60 -0.79 -2.63 --- ---
Vivaldi Multi-Strategy A OMOAX 0.11 8.00 2.69 6.20 2.48 3.20
Vivaldi Multi-Strategy I OMOIX 0.11 8.11 2.76 6.49 2.77 3.52
OnTrack Core Investor OTRFX -0.84 2.73 0.93 -1.21 3.42 1.57
OnTrack Core Advisor OTRGX -0.84 2.71 0.94 -1.34 3.22 1.37
PACE Alternative Strategies A PASIX -0.57 3.89 0.10 -1.46 0.99 0.75
PACE Alternative Strategies P PASPX -0.48 4.01 0.10 -1.19 1.22 1.01
PACE Alternative Strategies Y PASYX -0.48 4.10 0.19 -1.09 1.25 1.04
BlackRock Tactical Opportunities Instl PBAIX -1.52 -0.37 -1.59 -0.39 4.64 2.80
BlackRock Tactical Opportunities K PBAKX -1.59 -0.29 -1.52 -0.30 --- ---
BlackRock Tactical Opportunities Inv A PCBAX -1.60 -0.52 -1.67 -0.77 4.30 2.47
BlackRock Tactical Opportunities Service PCBSX -1.60 -0.44 -1.67 -0.74 4.36 2.50
Putnam Multi-Asset Absolute Return A PDMAX 1.25 5.89 1.07 -1.69 2.99 2.14
Putnam Multi-Asset Absolute Return B PDMBX 1.19 5.56 0.92 -2.40 2.23 1.38
Putnam Multi-Asset Absolute Return C PDMCX 1.20 5.58 0.92 -2.43 2.22 1.38
Putnam Multi-Asset Absolute Return R6 PDMEX 1.33 6.04 1.15 -1.30 3.34 2.50
Putnam Multi-Asset Absolute Return M PDMMX 1.28 5.73 1.00 -2.13 2.47 1.64
Putnam Multi-Asset Absolute Return R PDMRX 1.27 5.79 1.00 -1.91 2.73 1.89
Putnam Multi-Asset Absolute Return Y PDMYX 1.34 6.06 1.25 -1.36 3.28 2.42
Virtus Rampart Alternatives Diver A PDPAX -0.70 11.46 1.08 -0.61 4.96 1.02
Virtus Rampart Alternatives Diver C PDPCX -0.79 11.15 0.81 -1.34 4.14 0.26
RiskPro® Alternative 0-15 R PFAOX -0.21 1.47 0.31 1.06 --- ---
Principal Global Multi-Strategy R-6 PGLSX -0.19 3.65 0.96 0.36 --- ---
Pacific Funds Diversified Alts A PLALX -1.37 3.41 0.11 -2.89 2.31 1.85
Pacific Funds Diversified Alts C PLCLX -1.50 3.03 -0.11 -3.76 1.51 1.07
Pacific Funds Diversified Alts Adv PLDLX -1.36 3.51 0.21 -2.76 2.55 2.09
Principal Global Multi-Strategy A PMSAX -0.29 3.48 0.87 -0.02 2.66 1.89
Principal Global Multi-Strategy C PMSCX -0.30 3.16 0.70 -0.77 1.85 1.09
Principal Global Multi-Strategy Instl PSMIX -0.09 3.74 1.06 0.41 3.03 2.26
Palmer Square Strategic Credit A PSQAX 0.46 2.22 1.04 2.18 5.89 0.65
Palmer Square Strategic Credit I PSQIX 0.57 2.33 1.15 2.50 6.13 0.91
PGIM QMA Global Tactical Allocation A PTALX -1.33 8.04 1.26 -0.62 6.72 ---
PGIM QMA Global Tactical Allocation C PTCLX -1.36 7.66 0.96 -1.46 5.93 ---
PGIM QMA Global Tactical Allocation R6 PTQLX -1.32 8.11 1.25 -0.41 6.99 ---
PGIM QMA Global Tactical Allocation Z PTZLX -1.22 8.10 1.35 -0.31 7.02 ---
PIMCO Multi-Strategy Alternative A PXAAX 0.10 3.38 0.89 3.38 3.50 ---
PIMCO Multi-Strategy Alternative Instl PXAIX 0.20 3.59 0.98 3.87 3.93 ---
PIMCO Multi-Strategy Alternative I2 PXAPX 0.10 3.46 0.96 3.81 3.83 ---
Quantified Alternative Investment Adv QALAX -2.36 0.44 -1.73 -4.52 1.42 ---
Quantified Alternative Investment Inv QALTX -2.23 0.66 -1.50 -3.90 2.07 0.49
AQR Global Macro I QGMIX -1.05 3.63 2.28 3.00 3.87 2.15
AQR Global Macro N QGMNX -1.06 3.57 2.20 2.86 3.60 1.91
AQR Global Macro R6 QGMRX -0.95 3.74 2.39 3.16 3.94 ---
Oppenheimer Fundamental Alternatives C QOPCX 0.90 3.41 0.98 1.05 0.54 0.84
Oppenheimer Fundamental Alternatives I QOPIX 0.99 3.89 1.29 2.28 1.73 2.05
Oppenheimer Fundamental Alternatives R QOPNX 0.91 3.61 1.11 1.56 1.03 1.34
Oppenheimer Fundamental Alternatives Y QOPYX 0.96 3.79 1.26 2.07 1.54 1.85
AQR Alternative Risk Premia I QRPIX 0.22 0.00 -1.91 -4.06 --- ---
AQR Alternative Risk Premia N QRPNX 0.22 -0.11 -2.02 -4.29 --- ---
AQR Alternative Risk Premia R6 QRPRX 0.22 0.00 -1.90 -3.96 --- ---
AQR Multi-Strategy Alternative R6 QSARX -0.52 -2.69 -2.93 -12.43 -3.65 ---
AQR Style Premia Alternative LV I QSLIX 0.40 -0.10 -1.09 -4.13 0.54 ---
AQR Style Premia Alternative LV N QSLNX 0.30 -0.20 -1.19 -4.52 0.25 ---
AQR Style Premia Alternative LV R6 QSLRX 0.30 -0.10 -1.18 -4.15 0.59 ---
AQR Style Premia Alternative I QSPIX 0.91 -1.22 -3.15 -11.11 -0.83 2.73
AQR Style Premia Alternative N QSPNX 0.79 -1.33 -3.27 -11.46 -1.11 2.45
AQR Style Premia Alternative R6 QSPRX 0.90 -1.22 -3.25 -11.08 -0.77 ---
Oppenheimer Fundamental Alternatives A QVOPX 0.94 3.72 1.17 1.86 1.31 1.61
Aspiriant Defensive Allocation RMDFX -1.53 4.79 0.49 -0.06 3.95 ---
Highland Resolute I RMRGX -1.56 5.20 0.80 -2.53 3.21 2.18
Guggenheim Multi-Hedge Strategies I RYIMX -0.95 3.27 1.22 1.60 1.13 1.64
Guggenheim Multi-Hedge Strategies A RYMQX -0.97 3.16 1.16 1.36 0.88 1.39
Guggenheim Multi-Hedge Strategies C RYMRX -0.99 2.93 0.96 0.73 0.17 0.66
Guggenheim Multi-Hedge Strategies P RYMSX -0.93 3.20 1.15 1.54 0.95 1.43
Spectrum Advisors Preferred Investor SAPEX -2.36 12.85 3.85 1.93 10.32 ---
SEI Long/Short Alternative Y (SIMT) SLSFX -0.93 4.46 2.56 -1.56 4.51 ---
SEI Multi Strategy Alternatives F (SIMT) SMSAX -0.94 2.72 -0.11 -1.45 2.56 1.00
SEI Multi-Strategy Alternative Y (SIMT) SMUYX -0.84 2.83 0.00 -1.18 2.83 ---
SEI Long/Short Alternative F (SIMT) SNAAX -0.93 4.36 2.57 -1.74 4.32 ---
Symmetry Panoramic Alternatives I SPATX -0.10 1.88 0.51 --- --- ---
JPMorgan Systematic Alpha I SSALX -1.11 -0.42 -2.12 -3.22 -1.57 -0.60
Stadion Trilogy Alternative Return C STTCX -0.58 -0.49 -0.10 -3.35 0.46 -0.04
Stadion Trilogy Alternative Return A STTGX -0.47 -0.19 0.19 -2.57 1.27 0.74
Stadion Trilogy Alternative Return I STTIX -0.47 -0.12 0.16 -2.35 1.50 0.97
Morgan Stanley Pathway Alt Strats TALTX -0.30 6.02 1.44 0.36 --- ---
Transamerica Multi-Manager Alt Strat R6 TAMAX -0.31 4.94 1.56 0.26 2.69 ---
Transamerica Multi-Manager Alt Strat I TASIX -0.31 4.90 1.47 0.22 2.59 1.05
Transamerica Event Driven I TENIX -0.57 5.59 1.27 -0.23 --- ---
All Terrain Opportunity Institutional TERIX 0.24 4.09 1.81 3.28 5.17 ---
T. Rowe Price Multi-Strategy Ttl Ret Inv TMSRX -0.52 3.24 0.63 1.02 --- ---
T. Rowe Price Multi-Strategy Ttl Ret I TMSSX -0.52 3.35 0.63 1.12 --- ---
1290 Multi-Alternative Strategies A TNMAX -1.18 3.28 -1.08 -1.20 1.62 ---
1290 Multi-Alternative Strategies I TNMIX -1.08 3.38 -1.08 -0.84 1.91 ---
1290 Multi-Alternative Strategies R TNMRX -1.18 3.19 -1.18 -1.45 1.39 ---
Virtus Rampart Alternatives Diver I VADIX -0.71 11.62 1.08 -0.36 5.21 1.29
Vanguard Alternative Strategies Investor VASFX -0.23 5.30 1.66 8.07 2.67 ---
Virtus Aviva Multi-Strategy Trgt Ret C VCMSX -1.07 4.98 0.98 -3.24 -0.64 ---
Virtus Aviva Multi-Strategy Trgt Ret A VMSAX -0.95 5.37 1.18 -2.44 0.15 ---
Virtus Aviva Multi-Strategy Trgt Ret I VMSIX -0.94 5.47 1.29 -2.12 0.40 ---
Virtus Aviva Multi-Strategy Trgt Ret R6 VMSRX -0.84 5.46 1.28 -2.08 --- ---
Securian AM Dynamic Managed Vol Instl VVMIX -1.35 9.62 2.73 7.79 10.55 ---
WCM Alternatives Event-Driven Instl WCEIX -0.56 5.13 1.43 7.70 5.84 3.39
WCM Alternatives Event-Driven Inv WCERX -0.47 5.04 1.43 7.49 --- ---
Weiss Alternative Balanced Risk K WEIKX 0.00 6.21 2.22 6.04 5.00 ---
Weiss Alternative Balanced Risk Inv WEIZX -0.09 6.04 2.13 5.61 --- ---
William Blair Macro Allocation I WMCIX -1.37 1.05 0.00 -0.54 2.46 0.33
William Blair Macro Allocation R6 WMCJX -1.46 1.05 0.00 -0.48 2.54 0.41
William Blair Macro Allocation N WMCNX -1.37 0.96 0.00 -0.76 2.16 0.06
Content Partners