Distribution Rate* |
SEC Yield
Sub.
|
Unsub.
|
---|---|
7.68% |
-
|
3.91%
|
Distribution Rate* |
SEC Yield
Sub.
|
Unsub.
|
---|---|
7.78% |
3.62%
|
3.37%
|
Correlation | |
---|---|
With Stocks | With Bonds |
-0.12 | -0.38 |
Morningstar RatingTM Close
Overall rating based on risk-adjusted returns among 62 funds in the Systematic Trend category as of 05/31/25.
Capture Ratios | |
---|---|
Upside | Downside |
65% | 39% |
Morningstar RatingTM Close
Overall rating based on risk-adjusted returns among 137 funds in the Equity Hedged category as of 05/31/25.