Equinox Crabel Strategy Fund Class I (EQCRX)

9.32
Net Asset Value
+0.11%
1 Day
-0.21%
Year-to-Date
Overall Morningstar Rating
Managed futures
Style or Category
No Load
Sales Expenses
27.88%
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 Crabel Capital Management, LLC ("Crabel"), 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 the managed futures program of Crabel (the "Crabel Multi-Product Program"). It is non-diversified.

Performance

1 month+0.22% 3 years--
3 months+0.13% 5 years--
1 year+4.43% Since inception-3.47%
Data through --

Peer Comparisonvs. Managed futures

 EQCRXCategory
Performance 5-yr return---0.39%
Expense ratio27.88%2.07%
Risk 5 year sharpe ratio--0.20
Net assets$1.9M$310.9M
Average market cap--$113.7B
Average P/E--17.4
Portfolio turnover0%0%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyEquinox Funds Trust
Fund manager & tenureAjay Dravid / 1 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

Cash74.20%
Fixed income25.80%
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.

To view my watchlist

Not a member yet?

Sign up now for a free account