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WEIKX Weiss Alternative Balanced Risk K

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Fund WEIKX Weiss Alternative Balanced Risk K
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Annual Fees
(2.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.43% annual return
Est. savings over 30 yrs
As of 9/30/16
3 YR --
5 YR --
10 YR --
The investment seeks to provide returns with moderate volatility and reduced correlation to the overall performance of bond and equity markets. The fund employs a balanced risk allocation strategy by investing in (1) a "long-only" portfolio of equity securities (the "equity component"), (2) a "long-only" portfolio of debt securities (i.e. the "bond component"), and (3) a diversified, multi-strategy "long/short" portfolio that will include equity securities, debt securities, and/or derivatives (the "long/short component").

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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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