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Diversified Alternatives

Diversified alternatives mutual funds and ETFs invest the majority of their assets... Diversified alternatives mutual funds and ETFs invest the majority of their assets in a range of so-called alternative investment strategies. An alternative is an investment strategy that falls outside of the traditional 'long' portfolio of stocks and bonds. Common alternatives investments include venture capital, hedge funds, private equity, commodities, hedge funds, managed futures, market neutral, and real estate. Diversified alternatives mutual funds and ETFs tend to be actively managed, and spread their risk by allocating their assets to multiple alternative strategies rather than betting on just one. These funds are typically appropriate only for those investors with a somewhat higher risk tolerance. They also may come with liquidity constraints, meaning you may not be able to cash out immediately. Last Updated: 12/01/2023 View more View less

Diversified alternatives mutual funds and ETFs invest the majority of their assets in a range of so-called alternative investment strategies. An alternative is an investment strategy that falls outside of the traditional 'long'... Diversified alternatives mutual funds and ETFs invest the majority of their assets in a range of so-called alternative investment strategies. An alternative is an investment strategy that falls outside of the traditional 'long' portfolio of stocks and bonds. Common alternatives investments include venture capital, hedge funds, private equity, commodities, hedge funds, managed futures, market neutral, and real estate. Diversified alternatives mutual funds and ETFs tend to be actively managed, and spread their risk by allocating their assets to multiple alternative strategies rather than betting on just one. These funds are typically appropriate only for those investors with a somewhat higher risk tolerance. They also may come with liquidity constraints, meaning you may not be able to cash out immediately. Last Updated: 12/01/2023 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 11/30/23
Teachers Insurance & Annuity Association America - Insurance Products Real Estate Account Variable Annuity

QREARX | Fund | Other

$493.69

-0.11%

$31.17 B

0.00%

-

-13.66%

4.28%

3.41%

5.21%

0.81%

American Growth-Income Trust

JAHUX | Fund | Other

$15.08

+0.40%

$31.02 B

0.25%

$0.04

-

-

-

-

0.56%

Grayscale Bitcoin Trust (BTC)

GBTC | Fund | Other

$20.52

+0.10%

$20.22 B

0.00%

-

-

-

-

-

2.00%

Bluerock Total Income+ Real Estate Fund

TIPLX | Fund | Other

$30.91

0.00%

$6.32 B

5.45%

$1.68

-12.88%

6.40%

5.12%

-

2.35%

Apollo Diversified Real Estate Fund

GCREX | Fund | Other

$23.80

0.00%

$5.39 B

0.00%

-

-7.93%

4.91%

3.03%

-

2.73%

Victory Cornerstone Moderately Aggressive Fund (Formerly USAA Cornerstone Moderately Aggressive Fund)

USCRX | Fund | Other

$25.24

+0.12%

$2.49 B

0.91%

$0.23

4.50%

2.24%

4.73%

3.98%

1.18%

Victory Target Retirement 2040 Fund (Formerly USAA Target Retirement 2040 Fund)

URFRX | Fund | Other

$11.97

0.00%

$1.38 B

2.41%

$0.29

8.05%

2.91%

5.30%

5.10%

0.56%

Aspiriant Defensive Allocation Fund

RMDFX | Fund | Other

$10.47

0.00%

$1.34 B

0.74%

$0.08

5.94%

1.89%

3.46%

-

3.38%

Victory Target Retirement 2030 Fund (Formerly USAA Target Retirement 2030 Fund)

URTRX | Fund | Other

$11.75

+0.09%

$1.13 B

2.53%

$0.30

6.84%

1.77%

4.56%

4.54%

0.55%

AST Collective Investment Trust Galliard Retirement Income Fund Fee -60-

WGRISX | Fund | Other

$24.49

+0.01%

$1.08 B

0.00%

-

2.15%

1.54%

-

-

0.77%

AST Collective Investment Trust -35- Galliard Retirement Income Fund

WGRITX | Fund | Other

$25.48

+0.01%

$1.08 B

0.00%

-

2.41%

1.80%

-

-

0.52%

Wilmington Trust Retirement & Institutional Services Co Collective Investment Trust II -F45- Galliard Retirement Income Fund Fee

WGRIOX | Fund | Other

$25.13

+0.01%

$1.08 B

0.00%

-

2.31%

1.70%

-

-

0.62%

Wilmington Trust Retirement & Institutional Services Co Collective Investment Trust II -F35- Galliard Retirement Income Fund Fee

WGRIRX | Fund | Other

$25.34

+0.01%

$1.08 B

0.00%

-

2.41%

1.80%

-

-

0.52%

AST Collective Investment Trust -55- Galliard Retirement Income Fund

WGRIVX | Fund | Other

$24.84

+0.01%

$1.08 B

0.00%

-

2.20%

1.59%

-

-

0.72%

AST Collective Investment Trust -45- Galliard Retirement Income Fund

WGRIFX | Fund | Other

$25.08

+0.01%

$1.08 B

0.00%

-

2.30%

1.69%

-

-

0.62%

Victory Cornerstone Moderate Fund (Formerly USAA Cornerstone Moderate Fund)

USBSX | Fund | Other

$14.25

+0.14%

$1.05 B

2.09%

$0.30

4.04%

1.28%

4.15%

3.59%

1.23%

Victory Target Retirement 2050 Fund (Formerly USAA Target Retirement 2050 Fund)

URFFX | Fund | Other

$12.33

0.00%

$847.35 M

2.29%

$0.28

8.51%

3.55%

5.88%

5.49%

0.57%

American Growth Trust

JAHKX | Fund | Other

$14.21

+0.14%

$809.93 M

0.09%

$0.01

-

-

-

-

1.12%

State Street Treasury Obligations Money Market Fund

TAQXX | Fund | Other

$1.00

0.00%

$783.34 M

0.00%

-

0.34%

0.49%

-

-

0.12%

Putnam Convertible Securities Fund - Putnam Convertible Securities Fund Class C

PRCCX | Fund | Other

$21.38

+0.56%

$751.08 M

0.24%

$0.05

0.32%

-3.07%

7.90%

6.17%

1.76%

Putnam Convertible Securities Fund - Putnam Convertible Securities Fund Class R6 Shares

PCNTX | Fund | Other

$21.94

+0.60%

$751.08 M

1.34%

$0.29

0.77%

-2.24%

8.92%

-

0.71%

Putnam Convertible Securities Fund - Putnam Convertible Securities Fund Class I

PCNIX | Fund | Other

$21.99

+0.55%

$751.08 M

0.00%

-

1.49%

-1.96%

5.96%

-

0.67%

American Asset Allocation Trust

JAIDX | Fund | Other

$8.92

+0.11%

$732.66 M

0.14%

$0.01

-

-

-

-

0.58%

Victory Target Retirement Income Fund (Formerly USAA Target Retirement Income Fund)

URINX | Fund | Other

$10.30

+0.29%

$641.06 M

3.08%

$0.32

5.76%

1.42%

4.12%

3.41%

0.54%

KKR Credit Opportunities Portfolio - KKR Credit Opportunities Portfolio USD Cls U

KCOUX | Fund | Other

$22.15

+0.18%

$575.83 M

0.00%

-

15.09%

2.24%

-

-

3.01%

KKR Credit Opportunities Portfolio - KKR Credit Opportunities Portfolio USD Cls T

KCOTX | Fund | Other

$23.02

+0.17%

$575.83 M

0.00%

-

15.09%

2.35%

-

-

3.04%

KKR Credit Opportunities Portfolio - KKR Credit Opportunities Portfolio USD Cls D

KCODX | Fund | Other

$21.58

+0.19%

$575.83 M

0.00%

-

15.80%

3.25%

-

-

-

KKR Credit Opportunities Portfolio - KKR Credit Opportunities Portfolio USD Cls I

KCOPX | Fund | Other

$23.24

+0.22%

$575.83 M

0.00%

-

15.92%

3.10%

-

-

2.32%

Goldman Sachs Real Estate Diversified Income Fund - Goldman Sachs Real Est Diver Inc Fd USD Cls P

GCADX | Fund | Other

$9.50

+0.42%

$546.67 M

2.17%

$0.21

-5.95%

-

-

-

2.61%

Goldman Sachs Real Estate Diversified Income Fund - Goldman Sachs Real Est Diver Inc Fd USD Cls L

GSRJX | Fund | Other

$9.02

+0.45%

$546.67 M

0.00%

-

-6.58%

3.82%

2.76%

-

2.59%

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