Distribution Rate* |
SEC Yield
Sub.
|
Unsub.
|
---|---|
7.59% |
-
|
3.96%
|
Distribution Rate* |
SEC Yield
Sub.
|
Unsub.
|
---|---|
7.59% |
3.58%
|
3.33%
|
Correlation | |
---|---|
With Stocks | With Bonds |
-0.12 | -0.39 |
Morningstar RatingTM Close
Overall rating based on risk-adjusted returns among 62 funds in the Systematic Trend category as of 04/30/25.
Capture Ratios | |
---|---|
Upside | Downside |
66% | 39% |
Morningstar RatingTM Close
Overall rating based on risk-adjusted returns among 141 funds in the Equity Hedged category as of 04/30/25.