Equinox MutualHedge Futures Strategy Fund - Class A

 (MUTF:MHFAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.57%
   
1 week   +0.79%
   
4 week   +1.72%
   
3 month   +3.98%
   
YTD   +5.09%
   
1 year   +3.24%
   
3 years*   +7.69%
   
5 years*   +2.66%
   
*annualized
Best 3 month return+11.53%  
Worst 3 month return-8.23%  

Morningstar statistics

Morningstar category: Managed Futures
  Return Risk Rating
3 years High Average
5 years Above Average Average
10 years     -     - -
Overall Above Average Average

Key statistics

Total assets285.17M 
Front load5.75%  
Deferred load-  
Expense ratio2.02%  
Management fee-  
Fund familyMutualhedge 

Asset allocation

Cash25.34%  
Stocks0.00%  
Bonds50.84%  
Other23.82%  

Purchase information

Initial$2,500  
Additional$500  
AIP Additional$25  
8.88+0.05(0.57%)
Jun 25, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to achieve capital appreciation in both rising and falling (bull and bear) equity markets with an annualized level of volatility that is generally lower than the historic level of volatility experienced by the S&P 500 Index. The fund pursues its investment objective by mainly investing, primarily, directly or indirectly through its wholly-owned subsidiary. It may invest up to approximately 25% of its total assets in the Subsidiary, which has the same investment objective as the fund.
Fund filings (PDF) »
Asset managers:
Richard Bornhoft (Started: Dec 31, 2009)
Ajay Dravid (Started: Oct 31, 2011)
Rufus Rankin (Started: Oct 31, 2011)
Advisor Company:
Equinox Institutional Asset Management, LP
Fund family reports on Morningstar »
Mutualhedge, 450 Wireless Boulevard, OMAHA NE 68130, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 5.86 1.97 -0.29     -
Beta* 0.67 0.71 0.71     -
Mean annual return 0.32 0.63 0.19     -
R-squared* 45.46 58.50 54.29     -
Standard deviation 6.81 9.67 8.83     -
Sharpe ratio 0.49 0.75 0.24     -
* Against standard index

Top 10 holdings