Highs and lows in flows to liquid alternative funds, the trend in asset growth, returns in one of the best years for stocks and bonds, and performance dispersions by alts category—all are included in our interactive Liquid Alternatives: 2019 Year in Review.
Among 109 Market Neutral funds. The Fund's load-waived Class I Shares had 4 stars for 3 years, 5 stars for 5 years and 5 stars for 10 years out of 109, 88 and 30 Market Neutral Funds, respectively, for the period ended 12/31/2019.
Core market strategies include covered call writing and convertible arbitrage. Together, these strategies are intended to provide the fund with an enhanced potential for risk-managed returns due to their differing responses to volatility.
Among 114 Options-based funds. The Fund's load-waived Class I Shares had 4 stars for 3 years and 4 stars for 5 years out of 114 and 71 Options-based Funds, respectively, for the period ended 12/31/2019.
Aims to achieve the total return of equity markets with lower volatility. It utilizes a covered call strategy, which invests in a diversified portfolio of equities while using options to generate income and manage risk.
Among 304 Allocation--70% to 85% Equity funds. The Fund's load-waived Class I Shares had 5 stars for 3 years, 5 stars for 5 years and 4 stars for 10 years out of 304, 273 and 193 Allocation--70% to 85% Equity Funds, respectively, for the period ended 12/31/2019.
The fund invests primarily in U.S. equity and convertible securities in an attempt to balance risk/reward while providing growth and income.
January 23, 2020
A graphical look at the fast growing liquid alternatives category—and what financial advisors need to know when evaluating their choices.
Investment Team Voices
January 22, 2020
Our global team sees many exciting opportunities for non-U.S. technology companies, including Asian and European companies supporting China’s massive 5G buildout.
The Morningstar Market Neutral Category represents funds that attempt to eliminate the risks of the market by holding 50% of assets in long positions in stocks and 50% of assets in short positions.
Morningstar Options-Based Category represents funds that generate a significant portion of their returns from the collection of premiums on options contracts sold.
Morningstar Allocation—70% to 85% Equity funds seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds and cash. These portfolios are dominated by domestic holdings and have equity exposures between 70% and 85%.