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WKFAX Wakefield Managed Futures Strategy A

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Fund WKFAX Wakefield Managed Futures Strategy A HFXIX Catalyst Hedged Futures Strategy I  
100% 90%
Annual Fees
(2.18% Exp. Ratio)
(2.01% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.79% annual return
$11,780.89 $12,410.84
Est. savings over 30 yrs +$629.95
As of 12/31/16
1 YR RETURN -2.55%
3 YR 0.42%
5 YR --
10 YR --
1 YR RETURN 6.16%
3 YR 7.39%
5 YR 5.83%
10 YR 11.62%
The investment seeks to generate absolute returns. The fund seeks to achieve its investment objective by allocating its assets using two principal strategies: "Managed Futures" Strategy; "Fixed Income" Strategy. The adviser anticipates that, based upon its analysis of long-term historical returns and volatility of various asset classes, the fund will allocate approximately 25% of its assets to the Managed Futures strategy and approximately 75% of its assets to the Fixed Income strategy. However, as market conditions change the portions allocated to each strategy may be higher or lower.
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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