Equinox Campbell Strategy Fund Class P (EBSPX)

9.84
Net Asset Value
-0.71%
1 Day
-2.96%
Year-to-Date
Overall Morningstar Rating
Managed futures
Style or Category
No Load
Sales Expenses
2.22%
Expense Ratio
Above Average
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) directly or indirectly in a diversified portfolio of futures contracts and futures-related instruments such as forwards and swaps in broadly diversified global markets across a wide range of asset classes- including equities- fixed income- currencies and commodities- utilizing a portfolio of futures- forwards- options- spot contracts and swaps.

Performance

1 month+0.31% 3 years-4.63%
3 months+0.51% 5 years-0.32%
1 year+3.14% Since inception+1.06%
Data through --

Peer Comparisonvs. Managed futures

 EBSPXCategory
Performance 5-yr return-0.32%+2.12%
Expense ratio2.22%1.95%
Risk 5 year sharpe ratio0.010.15
Net assets$277.7M$532.5M
Average market cap----
Average P/E----
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyEquinox
Fund manager & tenureAjay Dravid / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment--

Holdings

Cash52.12%
U.S. stock29.35%
Fixed income18.53%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 29.35%
-- 18.53%