AMFZX : 361 Managed Futures Strategy Fund Class I

AMFZX is a Alternatives Market Future with MODERATE fees.

AMFZX

361 Managed Futures Strategy Fund Class I

FI Score

23 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

23% FI Score
  • amfzx
  • Mutual Fund
  • Alternatives
  • Future

361 Managed Futures Strategy Fund Class I

Expenses: 1.91% (Better than 1% of similar funds)

This is a bad choice for a Future Alternatives fund. See why ยป

Fund Summary

The investment seeks positive absolute returns that have a low correlation to the returns of broad stock and bond markets. In pursuing its investment objective, the fund will primarily seek to establish both long and short positions in futures contracts on various U.S. and foreign equity indices. It will be required to use a portion of its assets as margin for the fund's futures positions.

Largest Holdings

Amount Holding
2.53% Bristol-Myers Squibb Company 2.55%
2.50% Nextgear Floorplan Master Owner Trust 2.36%
2.09% Comcast Corporation 2.35%
1.97% The Charles Schwab Corporation 2.21%
1.87% Golden Credit Card Trust 2.03%
1.85% Florida Power & Light Company 2.31%
1.69% SECURITIZED TERM AUTO RECEIVABLES TR 2019-1 2.99%
1.68% Bank of Montreal 2.52%
1.68% The Toronto-Dominion Bank 2.44%
1.67% Bayer US Finance II LLC 2.58%
1.67% VOLVO FINANCIAL EQUIPMENT MASTER 2.18%
1.67% PFS Financing Corp 2.23%
1.67% Master Credit Card Trust 2.13%
1.67% Evergreen Credit Card Trust 2.16%
1.67% TRILLIUM CREDIT CARD TRUST II 2.01%
1.66% PFS Financing Corp 2.48%
1.66% CARMAX AUTO OWNER TRUST 1.98%
1.66% Penarth Master Issuer plc 2.11%
1.66% PFS Financing Corp 2.28%
1.62% Holmes Master Issuer PLC 2.25%
1.60% Credit Suisse AG New York Branch 0%
1.33% Occidental Petroleum Corporation 3.36%
1.25% WORLD OMNI SELECT AUTO TRUST 2.06%
1.25% Nissan Master Owne 2.11%
1.25% Permanent Master Issuer Plc 2.21%

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