Mariner Managed Futures Strategy Fund Class C (MHBCX)

8.77
Net Asset Value
+0.34%
1 Day
+4.28%
Year-to-Date
Overall Morningstar Rating
Managed futures
Style or Category
No Load
Sales Expenses
25.13%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks income and capital appreciation. The fund uses two principal investment strategies. For the short- to medium term fixed income strategy, decisions are driven by liquidity, rating and time to maturity. For other strategy, the managed futures overlay is intended to provide returns non-correlated with traditional portfolios through allocation to alternative investments. It anticipates that it will generally invest between 30-90% of its assets pursuant to the short to medium -term fixed income strategy, although it reserves the right to invest up to 100% of its assets pursuant to the short to medium -term fixed income strategy.

Performance

1 month+1.62% 3 years-4.28%
3 months+4.78% 5 years--
1 year+2.69% Since inception-4.01%
Data through --

Peer Comparisonvs. Managed futures

 MHBCXCategory
Performance 5-yr return---0.39%
Expense ratio25.13%2.07%
Risk 5 year sharpe ratio--0.24
Net assets$16.8M$334.7M
Average market cap--$113.7B
Average P/E--17.4
Portfolio turnover181%181%

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Fund Management and Purchase Info

Fund familyMariner Fund Group
Fund manager & tenureAnnette Cazenave / 3 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

Cash89.90%
Fixed income10.10%
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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