The Adviser pursues the fund’s investment objective by implementing a proprietary, “market neutral” investment strategy designed to seek income from its investments while maintaining a low correlation ...

Fees are Average compared to funds in the same category. Steward Equity Market Neutral Fund has an expense ratio of 2.22 percent. Risk is Below Average compared to funds in the same category according ...

Calamos Market Neutral Income Strategy continued to deliver on its aim of providing steady gains, regardless of the market’s direction. Our approach—combining an arbitrage sleeve and hedged equity ...

The recent bear market was one of the worst in history, but investors in the Calamos Market Neutral Fund, a mutual fund, hardly noticed. With annual total returns averaging a solid, if unspectacular, ...

Alternative investments just faced a big test. Some, such as market-neutral strategies, held up well, according to a recent report by Morningstar. Others may find it harder to justify their high fees.

Cryptocurrency banking group Sygnum said its market-neutral Bitcoin fund posted an annualized return of 8.9% in the fourth quarter of 2025, highlighting growing institutional demand for yield-focused ...

Liquid alternatives are sold as strategies that improve portfolio diversification, especially when traditional stock and bond markets tank. Have they passed the test that markets have posed this year?

Calamos Market Neutral Income Strategy delivered on its aim of providing steady gains during the challenging quarter, regardless of the market’s direction. While slightly trailing traditional bonds ...