Largest alternatives funds
Fund/ticker Net assets ($M) 1-year return 3-year return 5-year return Expense ratio* MainStay Marketfield I (MFLDX) $16,035.7 -6.48%…
| Fund/ticker | Net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| MainStay Marketfield I (MFLDX) | $16,035.7 | -6.48% | 8.95% | 8.48% | 1.52% |
| Gateway A (GATEX) | $8,181.4 | 6.40% | 7.13% | 5.37% | 0.94% |
| AQR Managed Futures Strategy I (AQMIX) | $6,377.1 | 7.32% | 3.12% | N/A | 1.23% |
| Pimco Emerging Markets Currency A (PLMAX) | $6,288.3 | -1.09% | 1.22% | 1.47% | 1.25% |
| JHancock Global Absolute Ret Strats A (JHAAX) | $5,893.4 | 6.82% | N/A | N/A | 1.71% |
| Merger Investor (MERFX) | $5,607.7 | 3.39% | 4.06% | 3.23% | 1.26% |
| Robeco Boston Partners L/S Research Instl (BPIRX) | $5,472.3 | 10.91% | 14.50% | N/A | 1.48% |
| Pimco StocksPlus AR Short Strat Instl (PSTIX) | $5,114.6 | -15.49% | -16.37% | -11.72% | 0.64% |
| Calamos Market Neutral Income A (CVSIX) | $4,196.6 | 4.23% | 5.79% | 4.70% | 1.12% |
| Pimco Wldwd Fdmtl Advtg AR Strat Instl (PWWIX) | $4,189.0 | 0.57% | N/A | N/A | 0.99% |
| Pimco Fundamental Advtg Abs Ret Strat I (PFATX) | $4,110.0 | 0.59% | 5.37% | 4.58% | 0.89% |
| Diamond Hill Long-Short A (DIAMX) | $3,813.4 | 10.77% | 15.23% | 8.65% | 1.41% |
| GMO Alpha Only III (GGHEX) | $3,459.1 | -1.04% | -1.45% | -0.29% | 0.30% |
| Neuberger Berman Long Short A (NLSAX) | $3,222.5 | 5.37% | N/A | N/A | 1.94% |
| Natixis ASG Global Alternatives A (GAFAX) | $2,957.5 | 6.79% | 6.89% | 4.95% | 1.57% |
| AQR Diversified Arbitrage I (ADAIX) | $2,774.8 | -1.35% | 1.36% | 1.78% | 1.20% |
| Wasatch Long/Short Investor (FMLSX) | $2,716.3 | 5.21% | 12.08% | 8.45% | 1.28% |
| Gotham Absolute Return Institutional (GARIX) | $2,708.8 | 14.68% | N/A | N/A | 2.20% |
| Arbitrage R (ARBFX) | $2,544.6 | 1.01% | 1.04% | 1.78% | 1.45% |
| Absolute Strategies I (ASFIX) | $2,030.4 | 1.63% | 0.73% | 2.05% | 1.73% |
| Goldman Sachs Absolute Return Tracker A (GARTX) | $1,973.7 | 4.07% | 4.18% | 1.93% | 1.55% |
| JHancock Absolute Return Currency A (JCUAX) | $1,956.5 | 6.83% | 4.54% | N/A | 1.42% |
| Principal Global Multi-Strategy A (PMSAX) | $1,941.5 | 4.59% | N/A | N/A | 2.00% |
| AllianceBernstein Select US L/S Portfolio A (ASLAX) | $1,745.5 | 9.39% | N/A | N/A | 2.31% |
| Neuberger Berman Abs Ret Multi-Mgr A (NABAX) | $1,677.2 | 2.72% | N/A | N/A | 2.34% |
As of Sept. 30. Distinct classes only. Three-year returns are annualized. N/A=not available *Annual
Source: Morningstar, Inc.
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