Explore alternatives products

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 Limited Offering  {{currentProduct.subTitle}}
Class {{currentProduct.shareClass}}
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Inception Date: {{currentProduct.inceptionDate | date : 'MM/dd/yyyy'}}
{{(currentProduct.navChange.nav | currency : '$' : 2) || 'N/A'}} NAV as of {{currentProduct.navChange.asOfDate | date : 'MM/dd/yyyy'}}
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Change($)
Morningstar Rating:
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As of {{currentProduct.morningstar.asOfDate | date : 'MM/dd/yyyy'}}

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as of {{currentProduct.avgReturns.monthAsOfDate | date : 'MM/dd/yyyy'}}

Average Annual Returns (%)

Max Load (%): NAV: N/A | LOAD: {{currentProduct.avgReturns.maxLoad | number:2}}
NAV
LOAD
Avg. Annual Total Returns (%)
as of {{currentProduct.avgReturns.monthAsOfDate | date : 'MM/dd/yyyy'}} - Nav
Max Load N/A
Since incept. {{currentProduct.avgReturns.sinceInceptionNav * 100 | number:2 | formatDefault:'N/A':'':'%':true}}
YTD {{currentProduct.avgReturns.ytdNav * 100 | number:2 | formatDefault:'N/A':'':'%':true}}
1 Yr. {{currentProduct.avgReturns.oneYrNav * 100 | number:2 | formatDefault:'N/A':'':'%':true}}
3 Yr. {{currentProduct.avgReturns.threeYrNav * 100 | number:2 | formatDefault:'N/A':'':'%':true}}
5 Yr. {{currentProduct.avgReturns.fiveYrNav * 100 | number:2 | formatDefault:'N/A':'':'%':true}}
10 Yr. {{currentProduct.avgReturns.tenYrNav * 100 | number:2 | formatDefault:'N/A':'':'%':true}}
Avg. Annual Total Returns (%)
as of {{currentProduct.avgReturns.monthAsOfDate | date : 'MM/dd/yyyy'}} - Load
Max Load {{currentProduct.avgReturns.maxLoad | number:2 | formatDefault:'N/A':'':'%':true}}
Since incept. {{currentProduct.avgReturns.sinceInceptionLoad * 100 | number:2 | formatDefault:'N/A':'':'%':true}}
YTD {{currentProduct.avgReturns.ytdLoad * 100 | number:2 | formatDefault:'N/A':'':'%':true}}
1 Yr. {{currentProduct.avgReturns.oneYrLoad * 100 | number:2 | formatDefault:'N/A':'':'%':true}}
3 Yr. {{currentProduct.avgReturns.threeYrLoad * 100 | number:2 | formatDefault:'N/A':'':'%':true}}
5 Yr. {{currentProduct.avgReturns.fiveYrLoad * 100 | number:2 | formatDefault:'N/A':'':'%':true}}
10 Yr. {{currentProduct.avgReturns.tenYrLoad * 100 | number:2 | formatDefault:'N/A':'':'%':true}}

Click here to view standardized returns (including most recent month end performance), after-tax returns, fees, expense ratio information and Morningstar ratings, if applicable.

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{{currentProduct.title}}  Limited Offering  {{currentProduct.subTitle}}
{{currentProduct.summaryObjective}}
{{currentProduct.closingPrices.currentPrice | currency : '$' : 2}} Current price as of
{{currentProduct.closingPrices.tradeDate | date : 'MM/dd/yyyy' }} - {{currentProduct.closingPrices.tradeTimeAsDate | date : 'h:mm a'}} EST
{{(currentProduct.closingPrices.dollarChange | currency : '$' : 2)||'N/A'}} / {{(100*currentProduct.closingPrices.dollarChange/currentProduct.closingPrices.previousClose) | number : 2}}%
Change
{{currentProduct.etfNav.navRounded | currency : '$' : 2}}
NAV at market close
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{{(currentProduct.yield.distYield | number : 2) || 'N/A'}}%
Distribution rate
as of {{currentProduct.yield.asOfDate | date : 'MM/dd/yy'}}
{{currentProduct.yield.yield12Month | number : 2 || 'N/A'}}%
12 month yield
as of {{currentProduct.yield.asOfDate | date : 'MM/dd/yy'}}
{{(currentProduct.yield.secYield | number : 2) || 'N/A'}}%
SEC 30-day yield
as of {{currentProduct.yield.asOfDate | date : 'MM/dd/yy'}}
{{(currentProduct.subYield.unsubYield | number : 2) || 'N/A'}}%
{{currentProduct.subYield.unsubYield}}
30-Day unsub yield as of {{currentProduct.yield.asOfDate | date : 'MM/dd/yy'}}
Click here to view standardized returns (including most recent month end performance), after-tax returns, fees, expense ratio information and Morningstar ratings, if applicable.

What's your 20?

Advisors: The right alternatives allocation for your clients depends on where they are right now ... and where they want to be in the future.

Help your clients map their journey with our AltsAnalyzer interactive tool.

  • Select an alternatives allocation that aligns with their investment objective.
  • Adjust the sample portfolio to fit their objective and risk tolerance.
  • See how that portfolio would have performed over the past 18 years.

Launch tool

Requires advisor login.

The AltsAnalyzer is for illustrative purposes only and should be used as a guide to helping evaluate an alternatives allocation. It does not constitute a recommendation of the suitability of any investment strategy for a particular investor and should not be relied upon as the sole factor in an investment-making decision.


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