PrintAs you adjust portfolio allocations to navigate uncertain markets, be reminded that Long/Short Equity strategies can provide investors with the potential to increase their returns and reduce their total portfolio risk, especially when comparing to a long-only equity or fixed-income approach.
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Total Returns (%)
Past returns shown do not guarantee future results. Current performance may be lower or higher. Call 888-736-1227 for the latest month-end returns. Return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than original cost.
You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, or summary prospectus, that contains this and other information about the Funds, call 1-888-736-1227. Please read the prospectus or summary prospectus carefully before investing.
^As of November 1, 2018 Analytic Investors has transitioned its investment advisory business and operations to Wells Capital Management Incorporated (“WellsCap”), a registered investment advisor and a wholly owned subsidiary of Wells Fargo Asset Management Holdings, LLC.
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Drawdown is the peak-to-trough decline during a specific record period of an investment, fund, or commodity. A drawdown is usually quoted as the percentage between the peak and the trough. Alpha measures the difference between a fund’s actual and expected returns, based on beta, and is generally used as a measure of a manager’s added value over a passive strategy. Volatility is defined by standard deviation which is a statistical measurement of performance fluctuations. Generally, the higher the standard deviations, the greater the expected volatility of returns.
The 361 Funds are distributed by IMST Distributors, LLC.