Alternative Funds
Funds that follow alternative strategies, such as managed futures, long-short equity, and option writing.
|
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Absolute Ret Trckr Inv | GSRTX | Multistrategy | 4.21 Bil | 2.62% | 33 | 23 | 6 | 0.880% | — | No Load | Open |
| Goldman Sachs Absolute Ret Trckr P | GSGPX | Multistrategy | 4.20 Bil | 2.65% | 33 | 22 | — | 0.760% | — | No Load | Open |
| Blackstone Alternative Multi-Strategy D | BXMDX | Multistrategy | 3.74 Bil | 3.28% | 62 | 78 | — | 3.390% | $10,000 | No Load | Open |
| American Beacon AHL Mgd Futs Strat Inv | AHLPX | Systematic Trend | 3.58 Bil | 0.56% | 56 | 45 | — | 1.860% | $2,500 | No Load | Open |
| Victory Market Neutral Income Member | CBHMX | Equity Market Neutral | 3.07 Bil | 4.32% | 75 | — | — | 0.550% | $3,000 | No Load | Open |
| Strategic Advisers Alternatives | FSLTX | Multistrategy | 2.49 Bil | 3.47% | — | — | — | 1.350% | — | No Load | Open |
| AQR Diversified Arbitrage N | ADANX | Relative Value Arbitrage | 1.91 Bil | 2.46% | 100 | 12 | 20 | 1.650% | $2,500 | No Load | Open |
| BlackRock Tactical Opportunities Service | PCBSX | Macro Trading | 1.86 Bil | 10.94% | 34 | 59 | 42 | 1.120% | $5,000 | No Load | Open |
| AQR Managed Futures Strategy N | AQMNX | Systematic Trend | 1.56 Bil | 7.16% | 12 | 33 | 72 | 1.520% | $2,500 | No Load | Open |
| Aspiriant Defensive Allocation | RMDFX | Multistrategy | 1.16 Bil | 3.56% | 65 | 37 | — | 3.290% | — | No Load | Open |
| AQR Style Premia Alternative N | QSPNX | Multistrategy | 1.15 Bil | 19.62% | 2 | 8 | 3 | 1.760% | $2,500 | No Load | Open |
| Absolute Convertible Arbitrage Inv | ARBOX | Relative Value Arbitrage | 949.41 Mil | 3.26% | 27 | — | — | 1.470% | $2,500 | No Load | Open |
| AQR Diversifying Strategies N | QDSNX | Multistrategy | 865.24 Mil | 9.83% | 10 | — | — | 2.900% | $2,500 | No Load | Open |
| iMGP Alt Strats Inv | MASNX | Multistrategy | 607.88 Mil | 3.81% | 93 | 80 | 55 | 1.610% | $1,000 | No Load | Open |
| Horizon Defined Risk Investor | HNDRX | Options Trading | 596.04 Mil | 0.20% | 33 | 45 | — | 1.040% | $2,500 | No Load | Open |
| Horizon Defined Risk Advisor | HADRX | Options Trading | 595.74 Mil | 0.08% | 38 | 48 | — | 1.190% | $2,500 | No Load | Open |
| Glenmede Secured Options | GTSOX | Options Trading | 569.68 Mil | 0.16% | 68 | 49 | 18 | 0.860% | — | No Load | Open |
| Columbia Multi Strat Alts Adv | CLFUX | Multistrategy | 541.75 Mil | 2.90% | 70 | 92 | — | 1.060% | $2,000 | No Load | Open |
| AQR Equity Market Neutral N | QMNNX | Equity Market Neutral | 530.47 Mil | 18.71% | 5 | 12 | — | 1.590% | $2,500 | No Load | Open |
| Vanguard Market Neutral Inv | VMNFX | Equity Market Neutral | 508.59 Mil | 4.81% | 13 | 19 | 55 | 0.200% | $50,000 | No Load | Open |
| Gabelli ABC Advisor | GADVX | Event Driven | 464.92 Mil | 3.02% | 25 | 50 | 52 | 1.100% | $10,000 | No Load | Open |
| Gabelli ABC AAA | GABCX | Event Driven | 464.45 Mil | 3.30% | 12 | 42 | 39 | 0.850% | $10,000 | No Load | Open |
| Vest US Large Cap 10% Buffer Strats R | BURGX | Options Trading | 427.10 Mil | — | — | — | — | 0.490% | — | — | Open |
| Vest US Large Cap 10% Buffer Strats Inv | BUMGX | Options Trading | 427.10 Mil | — | 38 | 24 | — | 1.200% | $1,000 | No Load | Open |
| Grant Park Multi Alternative Strats N | GPANX | Systematic Trend | 391.86 Mil | 1.67% | 94 | 74 | 46 | 1.740% | $2,500 | No Load | Open |
| PACE Alternative Strategies P2 | PAPTX | Multistrategy | 349.85 Mil | 3.31% | — | — | — | 1.000% | — | No Load | Open |
| PACE Alternative Strategies P | PASPX | Multistrategy | 349.50 Mil | 3.73% | 41 | 20 | 31 | 1.720% | $10,000 | No Load | Open |
| T. Rowe Price Multi-Strategy Ttl Ret Inv | TMSRX | Multistrategy | 310.43 Mil | 5.71% | 86 | 54 | — | 1.190% | $2,500 | No Load | Open |
| Goldman Sachs Managed Futs Strat Inv | GFIRX | Systematic Trend | 304.35 Mil | — | 46 | 57 | 52 | 1.300% | — | No Load | Open |
| Goldman Sachs Managed Futs Strat P | GMQPX | Systematic Trend | 304.35 Mil | 0.14% | 44 | 50 | — | 1.180% | — | No Load | Open |
| GuidePath® Managed Futures Strat Svc | GPMFX | Systematic Trend | 299.17 Mil | 0.11% | 21 | 7 | — | 1.520% | — | No Load | Open |
| Bitcoin Strategy ProFund Investor | BTCFX | Digital Assets | 257.36 Mil | 14.53% | — | — | — | 1.100% | $1,000 | No Load | Open |
| GuideStone Funds Strategic Alts Investor | GFSZX | Multistrategy | 252.97 Mil | 3.41% | 35 | 77 | — | 1.520% | $1,000 | No Load | Open |
| MAI Managed Volatility Investor | DIVPX | Options Trading | 246.87 Mil | 1.27% | 65 | 65 | 30 | 1.260% | $2,500 | No Load | Open |
| Fidelity Hedged Equity | FEQHX | Options Trading | 234.07 Mil | 0.71% | — | — | — | 0.560% | — | No Load | Open |
| AQR Managed Futures Strategy HV N | QMHNX | Systematic Trend | 225.11 Mil | 6.12% | 6 | 19 | 43 | 1.930% | $2,500 | No Load | Open |
| AQR Alternative Risk Premia N | QRPNX | Multistrategy | 217.98 Mil | 3.56% | 5 | 10 | — | 1.680% | $2,500 | No Load | Open |
| Driehaus Event Driven | DEVDX | Event Driven | 211.49 Mil | 4.49% | 61 | 15 | 14 | 1.390% | $10,000 | No Load | Open |
| Fidelity SAI Convertible Arbitrage | FSAWX | Relative Value Arbitrage | 205.69 Mil | — | — | — | — | 1.450% | — | No Load | Open |
| DWS Global Macro S | DBIVX | Macro Trading | 200.96 Mil | 1.78% | 78 | 74 | — | 1.060% | $2,500 | No Load | Limited |
| Morgan Stanley Pathway Alt Strats | TALTX | Multistrategy | 162.39 Mil | 3.07% | 47 | 30 | — | 1.760% | $1,000 | No Load | Open |
| Ironclad Managed Risk | IRONX | Options Trading | 157.58 Mil | — | 24 | 37 | 24 | 1.250% | $2,500 | No Load | Open |
| Otter Creek Long/Short Opportunity Inv | OTCRX | Equity Market Neutral | 156.34 Mil | 2.77% | 64 | 26 | 37 | 1.530% | $2,500 | No Load | Open |
| American Beacon SSI Alternative Inc Inv | PSCAX | Relative Value Arbitrage | 152.29 Mil | 6.17% | 70 | 83 | 87 | 1.260% | $2,500 | No Load | Open |
| AQR Macro Opportunities N | QGMNX | Macro Trading | 142.71 Mil | 8.56% | 18 | 33 | 39 | 1.480% | $2,500 | No Load | Open |
| Fidelity SAI Alternative Rsk Pre CmdStgy | FRPDX | Multistrategy | 126.51 Mil | — | — | — | — | 0.500% | — | No Load | Open |
| Brinker Capital Destinations Shelter Z | DSHZX | Options Trading | 99.21 Mil | 0.45% | — | — | — | 0.860% | — | No Load | Open |
| Vest US Large Cap 20% Buffer Strats Inv | ENGLX | Options Trading | 94.98 Mil | — | 29 | 4 | — | 1.200% | $1,000 | No Load | Open |
| Vest US Large Cap 20% Buffer Strats R | ENGRX | Options Trading | 94.98 Mil | — | — | — | — | 0.490% | — | — | Open |
| Neuberger Berman Abs Ret Multi-Mgr E | NABEX | Multistrategy | 93.67 Mil | 2.01% | — | — | — | 0.680% | — | No Load | Open |
Alternative Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.