More From Ivan Kading
A Detailed Analysis of JPMNX’s Low-Volatility Holdings
Apart from JPMNX’s long positions, the fund’s portfolio is also made up of short holdings in the financial, IT, and healthcare sectors.
Investing in TILT: What You Should Know about Its Structure
TILT tweaks the original Morningstar U.S. Index by tilting (giving more weight in) its portfolio to small-cap stocks and value stocks using a multi-factor modeling approach.
A Subsector Overview of ICF’s Holdings
ICF currently manages a total portfolio of 30 holdings, all hailing from the financial sector. The fund manages a total portfolio of $3.6 billion.
How Investing in ADAIX Could Impact Your Portfolio
The AQR Diversified Arbitrage Fund – Class I (ADAIX) is one such alternative fund that extensively uses the diversified arbitrage strategy to achieve its investment goals.
An Overview of OPGSX’s Precious Metal Holdings
OPGSX may also invest up to one-fifth of its portfolio directly into gold or silver bullion and other precious metals.
VGPMX Has Underperfomed the Market
Vanguard Precious Metal and Mining Investment Fund (VGPMX) lags in diversification, as it’s a pure sector fund.
An Overview of EAGMX’s Macro Holdings
The Eaton Vance Global Macro Absolute Return Fund – Class A (EAGMX) applies its global macroeconomic and political research process in directing its fund investments.
An Overview of PCRIX’s Investment Methodology
The primary benchmark for PCRIX is the Bloomberg Commodity Index Total Return, an unmanaged index composed of futures contracts on 20 physical commodities.
Running down JPMNX: Structural Analysis of an Alternative Mutual Fund
JPMNX is an alternative mutual fund that seeks to mimic the “market neutral” hedge fund strategy in achieving its investment objectives.
PLVBX Offers Investors a Different Approach
The PIMCO RAE Low Volatility Plus International Fund – Class A (PLVBX) uses a long or short hedge fund strategy to achieve its investment objective.
A Closer Look at PCRIX’s Portfolio Holdings
PCRIX is majorly invested in the corporate bonds of various companies such as of Citigroup, Credit Suisse, Hewlett-Packard, AT&T, and Lloyds Banking.
A Detailed Holdings Analysis of DCMSX
The holdings of the DFA Commodity Strategy Portfolio – Institutional Class (DCMSX) mainly consist of corporate and government bonds.
Comparing PTH to Its Peers, PBE and PJP
The performance of PTH tracks more closely to PBE than PJP.
AMFQX: More Than 60% Exposure to Derivative Securities
AMFQX is an alternative mutual fund that seeks to generate positive absolute returns with a low correlation to the returns of broad stock and bond markets.
What Investors Should Know about the Alternative Mutual Fund ADAIX
ADAIX is an alternative mutual fund that seeks long-term absolute returns over a reasonable period of time regardless of equity market ups and downs.
What Makes It Tick: EAGMX’s Investment Methodology
EAGMX employs an absolute return investment approach by benchmarking itself to an index of cash instruments, rather than a stock or bond market index.
Understanding the Investment Methodology of ARBFX
The Arbitrage Fund Class R (ARBFX) is an alternative mutual fund that relies on arbitrage opportunities to generate profit.
How Adding EAGMX Could Affect Your Portfolio
The top holdings of EAGMX include fixed income securities of the firm from various countries, including the US. The fund also has forward contracts of the S&P 500 Index (VFINX).
A Detailed Structural Holding Analysis of ARBFX
As of November 30, 2015, The Arbitrage Fund Class R (ARBFX) manages total net assets worth $1.9 billion.
What Investors Should Know about the Alternative Mutual Fund GABCX
GABCX is an alternative mutual fund that seeks to achieve total returns that are attractive to investors in various market conditions without excessive risk of capital loss.
How Has DCMSX Performed Compared with Its Peers?
The DFA Commodity Strategy Portfolio – Institutional Class (DCMSX) is an alternative mutual fund that uses a commodity hedge fund return strategy.
PLVVX: Weak Emerging Economies Lead to Poor Performance
The PIMCO RAE Low Volatility Plus Emerging Fund Class A (PLVVX) is an alternative mutual fund that mimics the long/short strategy to construct a portfolio with low volatility and high-income securities.
What’s PLVBX’s Investment Methodology?
PLVBX aims to generate a low volatility portfolio with the potential to generate high income. In terms of the strategy, it’s similar to PIMCO’s PLVVX.
Could Investing in ARBFX Benefit Your Portfolio?
The Arbitrage Fund Class R (ARBFX) uses the merger arbitrage strategy extensively.
GMOM: A Quantitative Fund
The Cambria Global Momentum ETF (GMOM) is a quant-based fund-of-funds ETF. It’s managed by Cambria Investment Management.
Introducing the Gotham Neutral Fund Institutional Class (GONIX), an Alternative Mutual Fund
GONIX is an alternative mutual fund that seeks long-term capital appreciation with minimal correlation to the stock market.
All You Should Know about the Alternative Mutual Fund ARBFX
The Arbitrage Fund Class R (ARBFX) is an alternative fund that uses the merger arbitrage strategy to achieve its investment objectives.
Analyzing Alternative Mutual Fund MERFX: How Did It Perform?
The Merger Fund (MERFX) is an alternative smart beta fund that uses the popular hedge fund strategy “merger arbitrage” to gain profit in the market S&P 500 (SPY).
QAI Is in Demand among Liquid Alt Investors
QAI’s top 10 holdings constitute ~73.42% of its total ETF holdings. QAI’s weekly return is 0.4%, and it traded at $29.52 as of August 14, 2015.
An Overview of CRSAX’s Investment Methodology
CRSAX presently trades at $4.47 with an average dividend yield of 3.9%, and could benefit Investors seeking to diversify their portfolios.
What Is Alternative Precious Metal Fund VGPMX’s Investment Strategy?
VGPMX seeks to achieve its investment goals through an alternative approach to investing in firms that are directly or indirectly related to precious metals.
How Could Investing in EBSAX Affect Your Portfolio’s Performance?
EBSAX seeks to generate attractive risk-adjusted returns across a broad range of market conditions.
What Investors Should Know about GATEX
The Gateway Fund – Class A (GATEX) has a different approach to investment. It mainly uses a market neutral strategy to achieve its investment objectives.
Analyzing AQMIX’s Investment Methodology
As of December 10, 2015, AQMIX has a price-to-dividend yield of 3.9%. AQMIX’s three-year Sharpe ratio, a popular measure of risk, is 0.92%.
An Analysis of OPGSX’s Investment Methodology
The Oppenheimer Gold & Special Minerals Fund – Class A (OPGSX) takes an alternative approach to investing in precious metals and related securities.
Alternative ETFs’ Investment Strategy Guide
A liquid alternative ETF, the ProShares Large Cap Core Plus ETF (CSM) tracks a long-short index of Credit Suisse 130/30.
Alternative Mutual Funds: A Structural Analysis of AQMIX
AQMIX is an alternative mutual fund that invests in long and short positions across global equities, fixed income, currencies, and commodities.
A Detailed Portfolio Analysis of PLVBX
The PIMCO RAE Low Volatility Plus International Fund – Class A (PLVBX) portfolio consists of securities that are issued all over the world.
AMFQX: Structural Analysis of an Alternative Mutual Fund
Some of the AMFQX fund’s top holdings include floating-rate notes of Apple, JPMorgan Chase, Turquoise Hill Resources, and Hewlett-Packard Enterprise.
How Has JPMNX Performed Relative to Its Peers?
JPMNX suffered a reduction in its NAV between January 2013 and January 2016. GATEX managed to generate positive returns while CVCSX was the worst performer.
A Look at the AMFQX Fund’s Investment Methodology
The AMFQX fund’s investment model is primarily a counter-trend model. It looks to sell short-term overbought levels and buy short-term oversold levels.
OPGSX: An In-Depth Look at the Alternative Mutual Fund
The OPGSX fund aims to grow capital through exposure to equity stocks of companies that are associated with gold and other precious metals.
AMFQX Had an Overall Market Beta of Zero at the End of 4Q15
At the end of 4Q15, the fund had an overall market beta of zero compared to the beta of 0.04 of its benchmark Morningstar Managed Futures Category Average.
VGPMX’s Performance Has Disappointed So Far in 2015
VGPMX’s poor run has resulted in returns of negative 7.5% as opposed to the S&P 500’s YTD return of 1.4%.
A Must-Read Structural Analysis of Alternative Mutual Fund CRSAX
Alternative mutual funds such as the Credit Suisse Commodity Return Strategy Fund (CRSAX) use commodity strategy to achieve their investment objectives.
Why QUAL Selects Fundamentally Strong Stocks for Its Portfolio
QUAL is one of the top-performing smart beta funds currently in the market for the current year, with an annual return of 11.1%.
How Has PCRIX Performed in the Market in 2015?
PCRIX’s invests in the commodity market through various derivative instruments and the fixed income market through Treasury inflation-protected securities.
IMTM Is Exploring New Depths in Momentum Strategy Investing
The iShares MSCI International Developed Momentum Factor ETF (IMTM) uses a momentum investment strategy that’s similar to GMOM.
What Do Analysts Predict for VGPMX’s Top Holdings?
Nevsun Resources, Agnico-Eagle Mines, Randgold Resources, Dominion Diamond, and Genpact are the top five holdings of Vanguard Precious Metal and Mining Investment Fund (VGPMX).
Could Investing in DCMSX Help Your Portfolio?
DCMSX is an alternative mutual fund that has suffered due to its commodity real return strategy.
How Investing in GATEX Could Impact Your Portfolio
GATEX could increase the exposure of an investor’s portfolio in the equity market. It has less volatility risk than the equity markets.
All You Should Know about the Alternative Mutual Fund DCMSX
DCMSX is an alternative mutual fund that gives retail investors access to the commodity return strategy.
GATEX: A Sectorial Portfolio Breakdown
The Gateway Fund – Class A (GATEX) seeks to attain capital appreciation through its equity market investments. It has less risk compared to equity markets.
Analyzing VGPMX’s Geographical Focus
The VGPMX has performed poorly in the market in 2015. Top-weighted holdings Nevsun Resources and Dominion Diamond have fallen by 33% and 54%, respectively.
Would Investing in JPMNX Hamper or Benefit Your Portfolio?
JPMNX’s top holdings include Avago Technologies (AVGO), Lam Research Corporation (LRCX), Verizon Communication (VZ), and Johnson & Johnson (JNJ).
Analyzing Gabelli ABC Fund’s Key Holdings
The Gabelli ABC Fund – Class AAA’s (GABCX) portfolio mainly consists of corporate bonds, stocks, and government securities.
LALT: A True Hedge ETF
The PowerShares Multi-Strategy Alternative Portfolio ETF (LALT) is one of those rare alternative ETFs that tries to replicate the performance of its index by active management of its assets.
Moving Average Trends and Analyst Estimates of JPMNX’s Top Holdings
All of JPMNX’s top holdings except CJPXX were trading below their 20-day and 100-day moving averages as of January 29, 2016.
A Must-Read Structural Overview of Alternative Fund PCRIX
The PIMCO Commodity Real-Return Strategy Fund (PCRIX) has suffered the most from the weak commodity market. It has fallen by 22.3% this year.
An Overview of SGGDX’s Precious Metals Holdings
The First Eagle Gold Fund Class A’s (SGGDX) portfolio mainly consists of stocks from the precious metals and mining sector.
Moving Average and Trend Analysis of GONIX’s Top Holdings
In GONIX, as of January 13, Sanderson Farms, Pilgrim’s Pride, and Hormel Foods were trading above their respective 20-day and 100-day moving averages.
How Has EBSAX Performed in the Market?
Managed futures The Equinox Campbell Strategy Fund Class A (EBSAX) is an alternative mutual fund that seeks to achieve its investment objectives by using the “managed futures” strategy. The Natixis ASG Managed Futures Strategy Fund Class A (AMFAX) and the Direxion Indexed Commodity Strategy Fund Class A (DXCTX) use similar alternative managed futures strategies. 7 […]
Some Commodity Hedge Funds Closed due to the Market Slump
Recently, a number of commodity hedge funds such as the Galena Metals Fund and the Armajaro Commodities Fund have closed due to the global market downfall.
What Is GABCX’s Investment Methodology?
The Gabelli ABC Fund – Class AAA (GABCX) uses an event-driven strategy to generate profit at relatively low risk.
Understanding TFSMX’s Investment Methodology
TFSMX seeks to grow capital while having a low correlation to the S&P 500 Index. It also seeks to produce lower volatility.
GMOM Is a Pioneer in Quant-Based Funds
GMOM gave a -1.35% return since January. Since April 11, 2014, the fund has given a total return of -0.42. It’s a relatively new fund and it’s actively managed.
Exposure to OPGSX, the Precious Metal Fund: Good or Bad?
The Oppenheimer Gold & Special Minerals Fund – Class A (OPGSX) seeks capital appreciation through exposure to gold-related stocks.
Analyzing the iShares’ Quality Smart Beta ETFs
The iShares MSCI International Developed Quality Factor ETF (IQLT) is a similar fund to QUAL with respect its strategy for selecting stock.
How Might Investing in the the Gotham Neutral Fund (GONIX) Affect Your Portfolio?
Alternative mutual funds like GONIX give retail investors access to modern hedge strategies such as market neutral, global macro, and arbitrage hedge.
USMV: A Passive Smart Beta Fund with Active Management
The iShares MSCI USA Minimum Volatility ETF (USMV) tries to mimic the performance of the MSCI USA Minimum Volatility Index. It includes US stocks with low volatility.
SGGDX’s 2015 Performance: A Peer Comparison
The First Eagle Gold Fund Class A (SGGDX) is an alternative mutual fund that invests more than 80% of its net assets in gold and gold-related companies.
A Must-Read Structural Analysis of Alternative Mutual Fund TFSMX
Though the TFS Market Neutral Fund (TFSMX) has given a return lower than the benchmark S&P 500, it has shown consistent positive performance over the years.
WDTI: A Global Alternative Fund
The Wisdom Tree Managed Futures ETF (WTDI) mainly tries to mimic a global macro hedge fund strategy by diversifying its portfolio on a worldwide level and by including commodities futures in its holdings.
What Would Investment in TFSMX Mean for Your Portfolio?
TFSMX’s top holdings include stocks such as YRC Worldwide (YRCW), MRC Global (MRC), Tech Data (TECD), and Concert Pharmaceuticals (CNCE), among others.
A Deep Dive into the Alternative Fund EAGMX
An alternative fund, the Eaton Vance Global Macro Absolute Return Fund – Class A (EAGMX) uses the popular global macro hedge fund strategy. The primary benchmark of EAGMX is the BofA Merrill Lynch 3-Month US Treasury Bill Index.
PRF’s Factors for Stock Selection—a Departure from LRGF
PRF’s index has an investment model that selects stocks for investment based on four fundamental factors: book value, cash flow, sales, and dividends.
A Fund Flow and Volume Analysis of ICF and PJP
ICF has observed healthy growth in its fund inflow after negative fund inflow in 2013, surpassing PJP’s total fund inflows in 2014 and 2015.
How Has PKW Performed in the Market in 2015?
Of the total 206 holdings of PKW, 102 have given negative performances in the market, whereas the rest have given positive returns.
What Investors Should Know about MOM
MOM’s underlying index is the Dow Jones U.S. Thematic Market Neutral Momentum Index. It selects stocks that are exhibiting high and low momentum.
Understanding the Gold Investment Model of TGLDX
Gold is an asset with universal appeal, so it’s impacted by the international monetary and political developments that directly affect the supply of gold.
A Detailed Holding Analysis of TGLDX
More than 15% of TGLDX’s AUM is invested in physical gold, but no more than 20% of total assets are invested directly in gold and other precious metals.
A Rundown of TGLDX: Structural Analysis
Alternative funds like TGLDX provide investors with an alternative route to gold investment by taking real positions in gold and gold-related securities.
How Could Investing in SGGDX Affect Your Portfolio’s Performance?
Both the First Eagle Gold Fund Class A (SGGDX) and its benchmark, the FTSE Gold Mines Index, have underperformed the S&P 500 over the year.
Trend Analysis of SGGDX’s Top Holdings
Franco Nevada, Randgold Resources, Thor Industries, Genpact, and Agnico Eagle Mines are SGGDX’s top equity stock holdings.
A Structural Analysis of the Alternative Mutual Fund SGGDX
The First Eagle Gold Fund Class A (SGGDX) provides investors exposure to gold and, to a limited extent, other precious metals.
A Sectoral Holding Analysis of EBSAX
EBSAX holds a major portfolio of fixed income securities such as bonds and notes of various corporations and the federal government.
A Detailed Holdings Analysis of PLVVX
PLVVX holds fixed income securities in both long and short positions. The fund also holds derivative forward, future, and swap agreements on government securities, indexes, and currencies.
PLVVX’s Multiple Strategies Bring Low Volatility, Potential Gain
Using multiple strategies helps PLVVX have low volatility in the market with the potential to gain capital appreciation in the market. The first strategy exposes the fund to emerging market economies.
A Must-Read Structural Analysis of EBSAX
EBSAX has given a total return of 10.8% to its investors since its inception on March 1, 2013.
PLVVX Has Fallen Considerably YTD, Underperforming Its Benchmark
Weak economic positions of developed countries have affected the growth of emerging markets. This has resulted in PLVVX falling considerably this year with a negative YTD return of 24%.
How Has VGPMX Performed Historically Compared to Its Benchmark?
Though the VGPMX has fallen considerably this year, it has still managed to beat its benchmark index.
IWF had a Huge Outflow of Funds in 2015
The iShares Russell 1000 Growth ETF is based on the Russell 1000 Growth Index. The index provider uses a growth approach for beating the traditional market return.
A Comparative Analysis: IWF Relative to the Broader Markets
One of the primary reasons for why IWF outperformed the S&P 500 could be the high performance of IWF’s holdings. Amazon is one of the top-weighted stocks in IWF.
How Did AQMIX Perform Compared to the Market?
The AQR Managed Futures Strategy Fund STR I (AQMIX) uses the modern alternative hedge fund strategy “Managed Futures” for investment purposes.
Could Investing in AQMIX Benefit Your Portfolio?
AQMIX gave a total YTD return of 4.1% to its investors. It’s better than the market S&P 500’s (SPY) YTD return of 3.5%. AQMIX is an alternative mutual fund.
A Comparative Analysis of ICF’s Market Performance
ICF tracks the performance of the realty subsector through the average performances of its holdings.
Could Investing in SDY Benefit Your Portfolio?
The total annualized return of SDY since its inception on November 15, 2005, is 7.9%, which is on par with other smart beta ETFs.
A Detailed Overview of SDY’s Holdings
As of November 2015, SDY manages a total portfolio of $13.1 billion, distributed majorly over the financials, industrials, and consumer staples sectors.
A Closer Look at TILT’s Vast Portfolio
The financial sector, which is the highest-weighted sector for TILT, is trading below its 20-day and 100-day moving averages…
How Has SDY Performed in the Market in 2015?
SDY has underperformed in the market, having given total year-to-date returns of 0.9%, which is less than the market’s year-to-date return of 3.3%.