Nasdaq - Delayed Quote USD

AlphaSimplex Tactical U.S. Market Fund Class Y (USMYX)

11.63 0.00 (0.00%)
At close: October 15 at 8:00 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1,000
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • JPMorgan
  • TD Ameritrade Trust Company
  • CommonWealth PPS
  • LPL SAM Eligible
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Schwab Institutional Only
  • CommonWealth Core
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • Scottrade TF
  • Thrivent Advisory Eligible
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • Waddell & Reed Choice MAP Flex
  • DailyAccess Corporation MATC
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM
  • Pershing Retirement Plan Network
  • Commonwealth (NTF)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

The fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in investments that are tied economically to the U.S. It pursues its investment goal primarily through investments in equity securities that broadly represent the U.S. equities market; derivative instruments related to the U.S. equities market; and fixed income securities (including money market and other short-term or variable-rate, high quality securities and related ETFs).

Fund Overview

Category Large Growth
Fund Family Natixis Funds
Net Assets 22.29M
YTD Return -14.56%
Yield 1.05%
Morningstar Rating
Inception Date Sep 30, 2013

Performance & Risk

YTD Return 4.30%
5y Average Return 9.68%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

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