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Natixis AlphaSimplex Mgd Futures Strategy Fund;N

NAS: AMFNX

GO
/zigman2/quotes/206397015/realtime

$

14.67

Change

+0.19 +1.31%

Oct 6, 2022

YTD return

44.30%

5 yr avg return

10.98%

Total net assets

448.00M

52 week low

52 week high

$10.03

$15.03

Yield

4.39%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.38%

12 b-1

n/a

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

1.57

Beta

-0.21

Standard deviation

4.04

R. squared

0.09

Min. Investment

Standard (taxable)

1000000

IRA

n/a

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/news/latest/company/us/amfnx

MarketWatch News on AMFNX

  1. Managing Risk With Managed-Futures Funds

    11:01 p.m. Oct. 27, 2017

    - Barron's Online

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 5 Tax Efficiency: 2 Expense: 4

YTD Lipper Ranking: Quintile 1 (9th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 44.30% 18.31% -19.70% 9% 1
1yr 40.92% 16.96% -11.60% 9% 1
3yr 17.54% 8.34% 10.40% 2% 1
5yr 10.98% 5.92% 10.10% 8% 1
10yr n/a 4.32% 12.1% n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$14,128

Fund Comparison

Compare: Returns Risk Fees Holdings

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Fund Details

Category

Alternative Managed Futures Fds

Fund family

n/a

Fund status

Open

Fund inception

May 1, 2017

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/amfnx

Other News on AMFNX

No News currently available for AMFNX

Link to MarketWatch's Slice.