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Natixis AlphaSimplex Mgd Futures Strategy Fund;A

NAS: AMFAX

GO
/zigman2/quotes/200704231/realtime

$

13.26

Change

-0.03 -0.23%

Dec 2, 2022

YTD return

33.74%

5 yr avg return

8.10%

Total net assets

162.60M

52 week low

52 week high

$9.91

$15.73

Yield

4.44%

Fees & Expenses

Front load

5.75%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.72%

12 b-1

0.25%

Turnover

n/a

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.03

Dividend freq.

Annually

Capital gain (2021)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

1.49

Beta

-0.23

Standard deviation

4.20

R. squared

0.11

Min. Investment

Standard (taxable)

2500

IRA

1000

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
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1y
3y
5y
/news/latest/company/us/amfax

MarketWatch News on AMFAX

  1. Managing Risk With Managed-Futures Funds

    10:01 p.m. Oct. 27, 2017

    - Barron's Online

  2. Liquid-Alt Mutual Funds Disappoint

    6:22 p.m. Dec. 24, 2016

    - Barron's Online

  3. Alternatives Monthly: Andrew Lo’s Strategy

    12:17 a.m. May 28, 2016

    - Barron's Online

  4. This is how to diversify your investments as hedge funds do

    6:01 p.m. Jan. 31, 2016

    - Philip van Doorn

  5. Fear Chasers

    2:47 a.m. April 4, 2015

    - Barron's Online

  6. 5 investments to gird against a weak market

    11:00 p.m. July 21, 2011

    - Shawn Langlois

  7. Three new investing rules to live by

    12:09 p.m. Nov. 19, 2010

    - Robert Powell

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 5 Tax Efficiency: 3 Expense: 4

YTD Lipper Ranking: Quintile 1 (11th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 33.74% 13.17% -13.30% 11% 1
1yr 35.49% 14.66% -9.60% 11% 1
3yr 16.97% 7.88% 11.20% 4% 1
5yr 8.10% 4.19% 11.00% 10% 1
10yr 7.22% 3.85% 13.3% 7% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$17,852

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Alternative Managed Futures Fds

Fund family

n/a

Fund status

Open

Fund inception

July 30, 2010

Manager

Team Managed

Investment Policy

The Fund seeks an absolute return strategy. The Fund's adviser typically will make extensive use of a variety of derivative instruments, including futures and forward contracts, to capture the exposures suggested by its absolute return strategy while also seeking to add value through volatility management.

Top Holdings

Company Symbol % of total net assets
/news/nonmarketwatch/company/us/amfax

Other News on AMFAX

  1. 3 Balanced Mutual Funds to Sail Through Volatility

    5:48 a.m. Nov. 23, 2022

    - Zacks.com

  2. 3 Amazing Dividend Blue-Chips Beating This Bear Market

    6:00 a.m. Sept. 15, 2022

    - Seeking Alpha

  3. 3 Balanced Mutual Funds to Buy for Spectacular Returns

    7:57 a.m. July 7, 2022

    - Zacks.com

  4. 3 Equity Funds Riding High on Strong Inflows in March

    7:55 a.m. May 7, 2020

    - Zacks.com

  5. What Funds Have Risen despite Heightened Market Uncertainty?

    5:39 a.m. April 8, 2016

    - MarketRealist.com

  6. Protect Your Portfolio With This Managed Futures Fund

    11:36 p.m. March 29, 2016

    - Seeking Alpha

  7. Trend-Following Fund Plays It Right

    1:33 a.m. April 4, 2016

    - The Wall Street Journal Interactive Edition

  8. Futures Funds Hitting The Fences

    4:12 p.m. April 28, 2015

    - Seeking Alpha

  9. Fear Chasers

    2:47 a.m. April 4, 2015

    - Barrons.com

  10. Bruised Quant Funds Seek a Human Touch

    9:43 p.m. Sept. 1, 2010

    - The Wall Street Journal Interactive Edition

  11. Bruised Quant Funds Seek a Human Touch

    12:29 p.m. Oct. 1, 2010

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.