Princeton Futures Strategy Fund Class I

 (MUTF:PFFNX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.49%
   
1 week   +0.74%
   
4 week   +1.49%
   
3 month
   
-3.88%  
YTD
   
-0.24%  
1 year
   
-2.07%  
3 years*
   
-0.98%  
5 years*
   
-2.95%  
*annualized
Best 3 month return+10.57%  
Worst 3 month return-8.51%  

Morningstar statistics

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

Key statistics

Total assets16.36M 
Front load-  
Deferred load-  
Expense ratio1.78%  
Management fee-  
Fund familyPrinceton 

Asset allocation

Cash73.57%  
Stocks0.00%  
Bonds0.00%  
Other26.43%  

Purchase information

Initial$100,000  
Additional$100  
AIP Initial$100,000  
AIP Additional$100  
8.09-0.09(-1.10%)
Dec 1, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks capital appreciation; managing volatility is a secondary objective. The fund seeks to achieve its primary investment objective by investing directly or through a wholly-owned subsidiary and options or swap contracts on, (1) securities of limited partnerships, (2) securities of limited liability companies, (3) securities of other types of pooled investment vehicles (collectively, "underlying funds") and (4) fixed income securities and structured notes. It is non-diversified.
Fund filings (PDF) »
Asset managers:
Jeffrey Porter (Started: Jul 8, 2010)
John Beaver (Started: Jul 8, 2010)
Greg Anderson (Started: Jul 8, 2010)
John Sabre (Started: Jul 8, 2010)
Advisor Company:
Princeton Fund Advisors, LLC
Fund family reports on Morningstar »
Princeton, 17605 Wright Street, Suite 2, OMAHA NE 68130, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.51 -5.22 -5.74     -
Beta* 0.35 0.54 0.57     -
Mean annual return -0.17 -0.04 -0.27     -
R-squared* 11.57 44.66 42.96     -
Standard deviation 8.46 8.47 7.78     -
Sharpe ratio -0.27 -0.07 -0.43     -
* Against standard index