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    Forward Commodity L/S Strategy Inv (FCOMX)

    20.55 Down 0.08(0.39%) Mar 5
    Prev Close:20.55
    YTD Return*:-3.13%
    Net Assets*:55.27M
    Yield*:N/A

    * As of 28-Feb-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for FCOMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 0.875%12.08N/A
    US Treasury Note 0.75%6.03N/A
    US Treasury Note 2.375%4.38N/A
    Natl City Bk Cleve Sub Mtn Be FRN3.71N/A
    FNMA 1.375%2.44N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:55.27M
    Category:Managed Futures
    Annual Report Expense Ratio (net):1.77%

    Performance & Risk

    YTD Return:-3.13%
    5y Avg Return:N/A
    Rank in Category (ytd):97
    % Rank in Category (ytd):55.11%
    Beta (3y):0.36
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long term total return. The fund seeks exposure to the commodity markets and returns that correspond to the Credit Suisse Momentum and Volatility Enhanced Return Strategy Index ("Credit Suisse MOVERS Index"). Commodities are assets that have tangible properties, such as oil, metals, and agricultural products. It does not invest directly in physical commodities, but rather employs a strategy that provides synthetic long and synthetic short exposure to the commodity markets that correspond to the long and short commodity market positioning of the Credit Suisse MOVERS Index. The fund is non-diversified. View More
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