Overview

Performance & Distributions

Management

AlphaSimplex Group

  Managed the Fund Since Joined the Firm Began Investment Career
Andrew W. Lo

Andrew W. Lo, PhD

BA, Economics, Yale University; PhD, Economics, Harvard University

Full Bio

2008 1999 1984
Peter A. Lee

Peter A. Lee

AB, Applied Mathematics/Economics, Harvard University

Full Bio

2010 2007 2007
Philippe P. Lüdi

Philippe P. Lüdi, PhD, CFA®

MA, Molecular/Computational Biology, University of Basel; MS, Statistics, PhD, Bioinformatics, Duke University

Full Bio

2014 2006 2006
Robert W. Sinnott

Robert W. Sinnott

AB, AM, Statistics, Harvard University

Full Bio

2014 2009 2009
Alexander D. Healy

Alexander D. Healy, PhD

AB, Mathematics/Computer Science, PhD, Theoretical Computer Science, Harvard University

Full Bio

2014 2007 2007
Robert S. Rickard

Robert S. Rickard

BS, Accounting, Siena College; MBA, Finance, Pace University

Full Bio

2008 2015 1991

Literature

From the same Manager

Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.



1612605.1.1