AST Academic Strategies Asset Allocation

 (MUTF:AST_ACAD_STRA_UYFS36)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.59%  
1 week
   
-0.15%  
4 week   +1.65%
   
3 month   +3.19%
   
YTD   +4.06%
   
1 year   +5.52%
   
3 years*   +7.33%
   
5 years*   +6.84%
   
*annualized
Best 3 month return+20.80%  
Worst 3 month return-26.56%  

Morningstar statistics

Morningstar category: World Allocation
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years     -     - -
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets7.32B 
Front load-  
Deferred load-  
Expense ratio1.43%  
Management fee-  
Fund familyAdvanced Series Trust 

Asset allocation

Cash15.90%  
Stocks56.03%  
Bonds24.56%  
Preferred0.41%  
Convertible0.35%  
Other2.76%  

Purchase information

Initial$0  
13.58-0.08(-0.59%)
Apr 29, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund is a multi-asset class fund. Under normal circumstances, approximately 60% of the fund's assets are allocated to traditional asset classes and approximately 40% of the fund's assets are allocated to non-traditional asset classes and investment strategies. It invests approximately 65% of its assets in Underlying Portfolios, and the subadvisers directly manage approximately 35% of assets.
Fund filings (PDF) »
Asset managers:
Gordon Brown (Started: Mar 31, 2014)
Devang Gambhirwala (Started: Jul 21, 2008)
Edward Campbell (Started: Jul 21, 2008)
Marcus Perl (Started: Jul 21, 2008)
Joel Kallman (Started: Apr 30, 2012)
Mihir Worah (Started: Jul 21, 2008)
Brian Ahrens (Started: Jul 21, 2008)
Ronen Israel (Started: Jul 21, 2008)
Lars Nielsen (Started: Jul 21, 2008)
Todd Pulvino (Started: Jul 21, 2008)
Mark Mitchell (Started: Jul 21, 2008)
Edward Keon, Jr. (Started: Jul 21, 2008)
Andrew Lo (Started: Jul 21, 2008)
Philippe L�di (Started: Mar 14, 2014)
Peter Lee (Started: Mar 14, 2014)
Adam De Chiara (Started: Oct 11, 2011)
Alexander Healy (Started: Mar 14, 2014)
Prashant Chandran (Started: Jul 14, 2014)
Andrei Marinich (Started: Apr 30, 2012)
Jeppe Ladekarl (Started: Jul 21, 2008)
Robert Sinnott (Started: Mar 14, 2014)
Steven Lee (Started: Feb 28, 2014)
Brannon Cook (Started: Jul 14, 2014)
Raffaele Zingone (Started: Feb 28, 2014)
Edgar Peters (Started: Jul 21, 2008)
Keith Gardner (Started: Dec 21, 2012)
S. Leech (Started: Apr 29, 2013)
Dori Levanoni (Started: Jul 31, 2008)
Ted Lockwood (Started: Jul 21, 2008)
Scott Mather (Started: Jul 21, 2008)
Shaun Hong (Started: Jul 21, 2008)
Ubong (Bobby) Edemeka (Started: Jul 21, 2008)
Advisor Companies:
AST Investment Services, Inc.
Prudential Investments LLC
Fund family reports on Morningstar »
Advanced Series Trust, 100 Mulberry Street,Gateway Center Three, 4th Floor, Newark, NJ 07102, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.62 -2.13 -2.18     -
Beta* 1.13 1.07 1.07     -
Mean annual return 0.33 0.72 0.60     -
R-squared* 96.81 96.37 97.92     -
Standard deviation 6.68 7.02 9.18     -
Sharpe ratio 0.59 1.22 0.77     -
* Against standard index

Top 10 holdings