Alpha Hedged Strategies
600 Mamaroneck Avenue Suite 400 White Plains NY 10604
Map
Phone: 877-569-2382
| Category: | Long-Short | | Fund Family: | AIP Alternative Strategies Funds | | Net Assets: | 237.12M | | Year-to-Date Return: | 16.78% | | Yield: | 1.29% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Sep-02 |
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Lee W. Schultheis
Lead Manager since
23-Sep-02 | | | Schultheis has been the chief executive officer, chief investment officer and managing member of the Alternative Investment Partners, LLC since 2002. Prior to that, he was chief operating officer of Kinetics Asset Management, Inc. and president of Kinetics Funds Distributor, Inc. from 1999 to 2002. From 1995 to 1999, Schultheis was managing director and president of Vista Funds Distributor, Inc. He has more than 20 years of investment industry experience. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $10,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to achieve consistent absolute returns with low correlation to traditional financial market indices. The Funds may take temporary defensive positions in high quality, U.S. short-term debt securities or other money market instruments in response to adverse market, economic, political or other conditions. The Funds may invest in foreign securities, depositary receipts relating to foreign securities and may enter into equity, interest rate, index and currency rate swap agreements. It is nondiversified. |
| Last Dividend
(30-Dec-08):
| 0.14 | | Last Cap Gain
(30-Dec-08):
| 0.01 | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 336.83% |
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| Expense | ALPHX | Category
Avg | | Total Expense Ratio: | %
| 2.14% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.51% | | Max Deferred Sales Load: | %
| 1.94% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,076 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,764 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $3,464 |
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0.20% Nasdaq 
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