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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% -0.01% 2.011B 668528.2
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.00% 780.42M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund invests its assets pursuant to a managed futures strategy; allocates up to 20% of its total assets in its wholly-owned subsidiary which is organized under the laws of the Cayman Islands; and invests directly in select debt instruments for cash management.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Managed Futures
Peer Group Alternative Managed Futures Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Managed Futures Funds
Fund Owner Firm Name iM Global Partner
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
1.80%
11.38%
21.53%
-8.94%
7.25%
11.64%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.47%
--
--
--
--
--
-2.25%
24.15%
-1.73%
-2.64%
-5.19%
5.70%
3.57%
5.24%
-0.17%
8.17%
3.65%
--
--
--
7.06%
30.37%
-5.66%
-1.70%
-5.16%
--
--
--
--
--
-8.22%
6.08%
9.14%
As of December 09, 2025.

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 26.26%
Stock 0.00%
Bond 89.83%
Convertible 0.00%
Preferred 0.00%
Other -16.09%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund invests its assets pursuant to a managed futures strategy; allocates up to 20% of its total assets in its wholly-owned subsidiary which is organized under the laws of the Cayman Islands; and invests directly in select debt instruments for cash management.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Managed Futures
Peer Group Alternative Managed Futures Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Managed Futures Funds
Fund Owner Firm Name iM Global Partner
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

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