| 9.02 Net Asset Value | +0.11% 1 Day | -0.66% Year-to-Date | Overall Morningstar Rating |
| Market neutral Style or Category | 5.75 Sales Expenses | 6.27% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +1.24% | 3 years | -- | |
| 3 months | -1.21% | 5 years | -- | |
| 1 year | -6.28% | Since inception | -3.72% |
| AAFAX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +0.27% |
| Expense ratio | 6.27% | 1.79% |
| Risk 5 year sharpe ratio | -- | 0.04 |
| Net assets | $7.8M | $659.1M |
| Average market cap | $6.6B | $13.2B |
| Average P/E | 14.3 | 14.7 |
| Portfolio turnover | 241% | 241% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | 361 Funds |
| Fund manager & tenure | Brian Cunningham / 2 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| MDY SPDR S&P MidCap 400 | 21.57% |
| SPY SPDR S&P 500 | 21.55% |
| IWM iShares Russell 2000 Index | 18.42% |
| EEM iShares MSCI Emerging Markets Index | 12.80% |
| EFA iShares MSCI EAFE Index | 5.59% |
| BSMX Grupo Financiero Santander Mexico SAB de CV ADR | 0.82% |
| GNC GNC Acquisition Holdings Inc | 0.81% |
| MTN Vail Resorts, Inc. | 0.81% |
| PHH PHH Corporation | 0.81% |
| PNK Pinnacle Entertainment Inc. | 0.81% |
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