The Currency Strategies Fund (FOREX)
| Prev Close: | 9.39 |
|---|
| YTD Return*: | -1.36% |
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| Net Assets*: | 5.49M |
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| Yield*: | 1.20% |
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* As of 31-Jan-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- MrTopStep Best of 2012: CME Options Volatility: FX Vols Mixed, Gold Hits 2-year LowMrTopStep.com(Thu, Jan 10)
- All is Clear with EUMrTopStep.com(Thu, Dec 13)
- Is the Yen Oversold?MrTopStep.com(Wed, Dec 12)
- Fed Expected To Expand Balance Sheet This WeekMrTopStep.com(Mon, Dec 10)
- CME Options Volatility: Oil Down 1.3 Points Last WeekMrTopStep.com(Tue, Dec 4)
- Forex: Santa Claus Rally Picking Up SteamMrTopStep.com(Mon, Dec 3)
- Similarities of EU, US Offer Investment OptionsMrTopStep.com(Mon, Dec 3)
- Forex: Euro Slide Continues; Japanese Yen Rebounds on US Fiscal ConcernsMrTopStep.com(Wed, Nov 28)
- Forex Technical Corner: EUR/USD Slightly LowerMrTopStep.com(Tue, Nov 27)
- Forex: Euro Fails to Maintain Gains After Greek Deal; AUD, NZD LeadMrTopStep.com(Tue, Nov 27)
Reports
- No Reports available for FOREX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| iShares Barclays 1-3 Year Treasury Bond | 16.02 | N/A |
| WisdomTree Dreyfus Emerging Currency | 5.55 | N/A |
| CurrencyShares Australian Dollar Trust | 5.29 | N/A |
| PowerShares Emerging Mkts Sovereign Debt | 5.10 | N/A |
| CurrencyShares British Pound Sterling Tr | 5.09 | N/A |
Fund Basics
| Morningstar Overall Rating: | N/A |
| Total Assets: | 5.49M |
| Category: | Multicurrency |
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| Annual Report Expense Ratio (net): | 1.95% |
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Performance & Risk
| YTD Return: | -1.36% |
| 5y Avg Return: | N/A |
| Rank in Category (ytd): | 91 |
| % Rank in Category (ytd): | 109.64% |
| Beta (3y): | 17.09 |
| Morningstar Risk Rating: | |
Fund Summary
The investment seeks capital appreciation and income.
The fund invests primarily in (1) exchange traded funds ("ETFs"), (2) open end investment companies ("mutual funds") and (3) exchange traded notes ("ETNs") that are each linked to a foreign currency or currencies and (4) ETFs and limited partnerships linked to the price of gold. It seeks to profit in periods when different international currencies move in relationship to one another and inversely to the U.S. Dollar, while having limited or no exposure to the U.S. Dollar. The fund is non-diversified.
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