NasdaqGM - Delayed Quote USD

Altegris Futures Evolution Strategy A (EVOAX)

6.94 +0.05 (+0.73%)
At close: 8:05 AM EST
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DELL
  • Previous Close 6.89
  • YTD Return 2.34%
  • Expense Ratio 1.91%
  • Category Systematic Trend
  • Last Cap Gain -41.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 40.89M
  • Beta (5Y Monthly) -0.20
  • Yield 5.27%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.33
  • Inception Date Oct 31, 2011

The fund seeks to achieve its investment objective by allocating its assets between a "Managed Futures" strategy and a "Fixed Income" strategy. The Adviser expects that less than 100%, typically 15-25%, of the fund's total net assets will be invested in and/or used as collateral for, gaining exposure to Managed Futures strategies. The adviser expects that less than 100%, typically 60-80%, of the fund's total net assets will be allocated to Fixed Income strategies.

Altegris

Fund Family

Systematic Trend

Fund Category

40.89M

Net Assets

2011-10-31

Inception Date

Performance Overview: EVOAX

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Trailing returns as of 11/6/2024. Category is Systematic Trend.

YTD Return

EVOAX
2.34%
Category
6.19%
?

1-Year Return

EVOAX
1.71%
Category
11.75%
?

3-Year Return

EVOAX
4.76%
Category
3.74%
?

5-Year Return

EVOAX
3.09%
Category
0.99%
?

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Holdings: EVOAX

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Top 3 Holdings (80.27% of Total Assets)

SymbolCompany% Assets
DBLFX
DBLFX 36.76%
DBLSX
DBLSX 35.42%
FGXXX
FGXXX 8.09%

Sector Weightings

Recent News: EVOAX

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Research Reports: EVOAX

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