Context Alternative Strategies Fund Investor Shares

 (MUTF:CALTX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.20%
   
1 week   +0.10%
   
4 week   -  
3 month   -  
YTD   -  
1 year   -  
3 years*   -  
5 years*   -  
*annualized

Morningstar statistics

Morningstar category: Multialternative

Key statistics

Total assets40.22M 
Front load-  
Deferred load-  
Expense ratio1.97%  
Management fee-  
Fund familyContext Capital 

Purchase information

Initial$2,000  
Additional$200  
IRA Initial$250  
10.04+0.01(0.10%)
Apr 17, 4:00PM EDT

Description

The investment seeks capital appreciation with an emphasis on absolute returns and low correlation to the broader U.S. equity and bond markets. The fund pursues its objective by utilizing various investment strategies and allocating its assets among multiple subadvisers (each, a "Subadviser") who employ certain investment strategies in pursuit of attractive returns consistent with capital appreciation. The Adviser may invest up to 15% of the fund's assets in unaffiliated hedge funds, funds traded publicly on foreign exchanges, and funds that are Undertakings for Collective Investment in Transferable Securities ("UCITS funds"). The fund is non-diversified.
Fund filings (PDF) »
Asset managers:
Jason Myers (Started: Mar 17, 2014)
Andrew Dudley (Started: Mar 17, 2014)
Advisor Company:
Context Capital Advisers, LLC
Fund family reports on Morningstar »
Context Capital, Three Canal Plaza

Risk