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PFFTX Princeton Futures Strategy C

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Fund PFFTX Princeton Futures Strategy C HFXIX Catalyst Hedged Futures Strategy I  
100% 87%
Annual Fees
(2.78% Exp. Ratio)
(2.01% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.79% annual return
$9,795.28 $12,410.84
Est. savings over 30 yrs +$2,615.56
As of 12/31/16
1 YR RETURN 1.08%
3 YR -1.51%
5 YR -3.58%
10 YR --
1 YR RETURN 6.16%
3 YR 7.39%
5 YR 5.83%
10 YR 11.62%
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.
The investment seeks capital appreciation and capital preservation in all market conditions, with low volatility and low correlation to the U.S. equity market. The fund invests, directly or indirectly through affiliated and unaffiliated funds, primarily in (i) long and short call and put options on Standard & Poor's 500 Index futures contracts and (ii) in cash, cash equivalents (including affiliated and unaffiliated money market funds), and other liquid investments. It seeks to achieve its investment objective by buying and selling options and option spreads on stock index futures.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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