B
Altegris Futures Evolution Strategy Fund Class C EVOCX
NASDAQ
Recommendation
NAV
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Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
250
Front End Fee
Back End Fee
1
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption
Top Holdings
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Performance
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Company Information
Provider
Altegris
Manager/Tenure
(Years)
Matthew C. Osborne (13)
Address
Altegris
La Jolla CA - 92037
Country
United States
Phone Number
858-459-7040
Investment Strategy
The investment seeks long term capital appreciation. The fund seeks to achieve its investment objective by allocating its assets between a "Managed Futures" strategy and a "Fixed Income" strategy. The Adviser expects that less than 100%, typically 15-25%, of the fund's total net assets will be invested in and/or used as collateral for, gaining exposure to Managed Futures strategies. The adviser expects that less than 100%, typically 60-80%, of the fund's total net assets will be allocated to Fixed Income strategies.
Weiss Ratings