Equinox Campbell Strategy Fund Class A (EBSAX)

9.68
Net Asset Value
-1.22%
1 Day
-7.63%
Year-to-Date
Overall Morningstar Rating
Managed futures
Style or Category
5.75
Sales Expenses
2.07%
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, Inc. ("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+0.41% 3 years--
3 months+5.49% 5 years--
1 year-6.84% Since inception-1.81%
Data through --

Peer Comparisonvs. Managed futures

 EBSAXCategory
Performance 5-yr return---1.88%
Expense ratio2.07%2.08%
Risk 5 year sharpe ratio---0.25
Net assets$597.9M$238.1M
Average market cap----
Average P/E----
Portfolio turnover871%871%

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Fund Management and Purchase Info

Fund familyEquinox Funds Trust
Fund manager & tenureRichard Bornhoft / 1 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

Cash73.36%
Fixed income26.64%
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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