Alternatives-Heavy Investment Portfolio

Investment portfolio created May 2010

This recommended investment portfolio is one of 20+ mutual fund portfolios that we've assembled for investors with different time horizons and risk-tolerance levels to consider. Visit our Portfolio Finder to see them all.

 
View Another Investment Portfolio:

 

Alternatives-Heavy Investment Portfolio

For investors who want out-of-the-box choices
 40% Stocks |  15% Bonds |  45% Alternative | 


 Data through August 31, 2016

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
AlternativeArbitrage FundARBFX15%2.15%2.69%1.69%1.3%2.84%2.00%r1.47%
BondFidelity Convertible SecuritiesFCVSX54.191.054.668.036.03none0.56
BondHarbor Bond InstlHABDX105.414.814.083.585.64none0.52
AlternativeHussman Strategic GrowthHSGFX10-5.87-12.9-8.71-8.62-4.551.50r1.09
AlternativeMerk Hard Currency Investor MERKX562.64-4.78-4.441.35none1.23
AlternativePermanent PortfolioPRPFX513.0510.831.890.625.41none0.8
AlternativeGuggenheim Managed Futures Strategy PRYMFX10-10-8.911.19-2.92none1.69
StockVanguard Total World Stock Index InvVTWSX406.677.667.088.59none0.25
   1003.12.482.823.061.17 0.78
** Closed to new investors. # Closed to new investors; other share classes are available.
r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply.
— Fund has not existed for the specified time. Source: Morningstar, Inc..

The number of alternative investment strategies available through mutual funds has exploded in recent years -- a welcome development for investors who want their portfolio to be as disconnected as possible from the market's gyrations. Rydex/SGI Managed Futures Strategy, for example, has a negative correlation to Standard & Poor's 500-stock index -- meaning that the fund tends to go up when the stock market goes down. Merk Hard Currency fund depends more on the direction of the dollar than the direction of stocks. And Hussman Strategic Growth fund will expose investors to the stock market's whims only when its manager, John Hussman, feels certain that the rewards outweigh the risks.