EVOIX : Altegris Futures Evolution Strategy Fund Class I

EVOIX is a Alternatives Market Future with MODERATE fees.

EVOIX

Altegris Futures Evolution Strategy Fund Class I

FI Score

42 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

0 /10

Market Size

7 /10

42% FI Score
  • evoix
  • Mutual Fund
  • Alternatives
  • Future

Altegris Futures Evolution Strategy Fund Class I

Expenses: 1.69% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long term capital appreciation. 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.

Largest Holdings

Amount Holding
21.23% Option on NOMURA Co Ltd
1.34% United States Treasury Notes 2.25%
1.20% United States Treasury Notes 0.5%
1.14% United States Treasury Notes 1.62%
1.07% United States Treasury Notes 1.5%
0.94% United States Treasury Notes 2.75%
0.73% AJAX MORTGAGE LOAN TRUST 3.95%
0.73% Volt Lxxxvi Llc 2020-Npl2 2.98%
0.71% Legacy Mortgage Asset Trust 4%
0.69% United States Treasury Notes 1.12%

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