| 9.39 Net Asset Value | -1.98% 1 Day | +2.85% Year-to-Date | Overall Morningstar Rating |
| Multicurrency Style or Category | 5.75 Sales Expenses | 2.04% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +3.64% | 3 years | -- | |
| 3 months | -1.05% | 5 years | -- | |
| 1 year | -10.33% | Since inception | +3.83% |
| FXFAX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +0.45% |
| Expense ratio | 2.04% | 1.39% |
| Risk 5 year sharpe ratio | -- | 0.09 |
| Net assets | $84.6M | $561.9M |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 89% | 89% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | FX Strategy Fund |
| Fund manager & tenure | Heydon Traub / 2 Years |
| Minimal initial investment | $5,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| VBITX Vanguard Short-Term Bond Idx I | 23.01% |
| -- Global Aggressive Strategy Llc | 22.33% |
| -- Fx Strategy Llc | 22.13% |
| FCNVX Fidelity Conservative Income Bond Instl | 19.57% |
| MINT PIMCO Enhanced Short Maturity ETF | 4.18% |
| FLOT iShares Floating Rate Note | 0.02% |
.
