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361 Managed Futures Strategy Fund Class I (AMFZX)

Net Asset Value
1 Day
Overall Morningstar Rating
Managed futures
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks positive absolute returns that have a low correlation to the returns of broad stock and bond markets. In pursuing its investment objective- the fund will primarily seek to establish both long and short positions in futures contracts on various U.S. and foreign equity indices. It will be required to use a portion of its assets as margin for the fund's futures positions. The fund is non-diversified.


1 month+0.87% 3 years+1.38%
3 months+3.74% 5 years+3.09%
1 year+5.42% Since inception+3.62%
Data through --

Peer Comparisonvs. Managed futures

Performance 5-yr return+3.09%+1.67%
Expense ratio1.88%1.95%
Risk 5 year sharpe ratio0.480.32
Net assets$321.3M$571.0M
Average market cap----
Average P/E----
Portfolio turnover17%17%

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Fund Management and Purchase Info

Fund family361 Funds
Fund manager & tenureJeremy Frank / 5 Years
Minimal initial investment$100,000.00
Minimum IRA investment--


Fixed income61.26%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 2.97%
-- 2.60%
-- 2.59%
-- 2.59%
-- 2.12%
-- 2.08%
-- 2.06%
-- 1.80%
-- 1.70%
-- 1.58%