Efficient Enhanced Multi-Asset Fund Class I
EFFIX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
There are no holdings to display.
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Performance
Beta
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7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
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Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Efficient Capital Management
Manager/Tenure
(Years)
(Years)
Andrew J. Brumbach (1), Chad R. Martinson (1), Lorent Meksi (1), 25 others
Website
Address
4355 Weaver Pkwy Ste 200
Warrenville IL - 60555
Warrenville IL - 60555
Country
United States
Phone Number
630-657-6876
Investment Strategy
The investment seeks capital appreciation in both rising and falling equity markets. The Adviser pursues the fund’s investment objective utilizing its Enhanced Multi-Asset Strategy, a tactical asset allocation strategy. The strategy allocates fund assets to various sub-advisers each of which will execute a multi-asset investment strategy and/or a managed futures trend-based investment strategy.