Nasdaq - Delayed Quote USD

Superfund Managed Futures Strategy Fund (SUPRX)

6.13 0.00 (0.00%)
At close: April 4 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
100,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Schwab Institutional
  • Scottrade NTF
  • H Beck Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)

Fund Summary

The fund uses a managed futures strategy and principally invests in U.S. and international, including emerging market, commodity and financial futures and foreign currency markets. It will typically have exposure to long and short positions across all four major asset classes (commodities, currencies, fixed income and equities), but at any one time the fund may emphasize certain asset classes or certain exposures within an asset class. The fund may enter into hedging transactions to seek to manage portfolio risk.

Fund Overview

Category Systematic Trend
Fund Family Superfund
Net Assets 4.73M
YTD Return 0.03%
Yield 1.99%
Morningstar Rating
Inception Date Dec 31, 2013

Performance & Risk

YTD Return 0.03%
5y Average Return 3.66%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.09
Morningstar Risk Rating

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