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AGMQX 361 Macro Opportunity Inv

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Fund AGMQX 361 Macro Opportunity Inv KCMTX KCM Macro Trends R-1  
100% 85%
Annual Fees
(2.31% Exp. Ratio)
(1.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.59% annual return
$10,668.62 $12,819.91
Est. savings over 30 yrs +$2,151.29
As of 12/31/16
1 YR RETURN 0.34%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.00%
3 YR 2.57%
5 YR 9.23%
10 YR --
The investment seeks long-term positive absolute return. The fund pursues its investment objective by investing in a wide range of asset classes that provide exposure principally to U.S. and foreign equity securities, fixed income securities, commodities and currencies, and may invest in various individual securities and currencies as well as indices based on a broad range of individual securities, commodities and currencies. It may take both "long" and "short" positions in each of these investments. The advisor anticipates that, in general, the fund will not be more than 50% short on a net basis. It is non-diversified.
The investment seeks long-term growth of capital; as a secondary goal, the fund seeks to manage volatility and market risk. The fund employs a flexible investment strategy, meaning it has the freedom to invest globally in companies of all sizes and in all sectors, long or short, and to hold cash. It is not restricted to any "style box," e.g., large cap growth or small cap value. To achieve its investment objective, the fund invests principally in domestic and foreign equity securities, exchange traded funds, futures and options. The term "macro" in the fund's name refers to its focus on the broad macroeconomic environment.

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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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