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MCRCX Altegris Macro Strategy C

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Fund MCRCX Altegris Macro Strategy C EFSNX SFG Futures Strategy N  
100% 86%
Annual Fees
(2.71% Exp. Ratio)
(2.03% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.60% annual return
$7,063.78 $8,705.31
Est. savings over 30 yrs +$1,641.53
As of 9/30/16
1 YR RETURN -7.18%
3 YR -1.86%
5 YR -5.23%
10 YR --
1 YR RETURN 2.71%
3 YR 3.47%
5 YR --
10 YR --
The investment seeks absolute returns. The fund seeks to achieve its investment objective by allocating its assets using two principal strategies: "Global Macro" Strategy and "Fixed Income" Strategy. The adviser expects that less than 100% of the fund's total net assets will be invested in and used as collateral for Global Macro strategies. The fund does not invest more than 25% of its assets with any one swap counterparty or structured note issuer. It is non-diversified.
The investment seeks long-term growth of capital. The fund uses two principal strategies: Global Macro Managed Futures Strategy and Absolute Return Strategy. The Managed Futures Strategy seeks to provide returns non-correlated with traditional portfolios through allocation (through one or more Underlying Pools) to exchange traded and U.S. Commodity Futures Trading Commission approved financial instruments. The Absolute Return Strategy utilizes strategies and investment techniques aimed to produce risk-adjusted returns and absolute returns over a full market cycle while managing risk exposure. The fund is non-diversified.

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