AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX) Research
This fund's primary objective is to achieve capital growth for its investors. The advisor projects that a maximum of 25% of the fund's total assets will be designated for margin and collateral requirements associated with its derivative trading activities. Typically, in stable market environments, the fund intends to commit at least three-quarters (75%) of its overall assets to highly-rated, short-duration securities, including money market instruments. Additionally, the fund maintains a concentrated focus on the financial services industry, with a usual allocation of at least 25% of its total assets to securities and other debt instruments from companies operating within this sector.
Market snapshot
- Symbol
- AMFAX
- Price
- $8.46
- Day change
- +0.48%
- Market cap
- $1.5B
- 52-week range
- 7.01-8.87
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs (BAUAX)
- Boston Trust Walden Small Cap Fund (BOSOX)
- Harbor Large Cap Value Fund Institutional Class (HAVLX)
- JOHCM Emerging Markets Opportunities Fund - Investor Shares (JOEAX)
- Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX)
- Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX)
- Touchstone Small Company Fund Class A (SAGWX)
- Allspring Index Asset Allocation Fund Class A (SFAAX)
Open AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.