Equinox Campbell Strategy Fund Class A (EBSAX)

10.82
Net Asset Value
-0.64%
1 Day
-6.72%
Year-to-Date
Overall Morningstar Rating
Managed futures
Style or Category
5.75
Sales Expenses
1.30%
Expense Ratio
--
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation. The fund pursues its investment objective by making a combination of investments (i) directly in an actively managed fixed-income portfolio, and (ii) indirectly through its wholly-owned subsidiary (the "Subsidiary") in trading companies that employ the managed futures program of Campbell & Company, LP ("Campbell"), a commodity trading adviser ("CTA") registered with the U.S. Commodity Futures Trading Commission and/or derivative instruments such as swap agreements that provide exposure to Campbell's managed futures program (the "Campbell Program"). The fund is non-diversified.

Performance

1 month-8.92% 3 years--
3 months-13.58% 5 years--
1 year+16.14% Since inception+10.81%
Data through --

Peer Comparisonvs. Managed futures

 EBSAXCategory
Performance 5-yr return--+1.74%
Expense ratio1.30%2.11%
Risk 5 year sharpe ratio--0.12
Net assets$1.2B$382.0M
Average market cap----
Average P/E----
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyEquinox Funds Trust
Fund manager & tenureAjay Dravid / 2 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

Cash86.66%
Fixed income13.34%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.

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