EVOAX – Winton Managed Futures Trend A Investment Strategy | Morningstar

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Strategy

The investment seeks long term capital appreciation. The fund seeks to achieve its investment objective by pursuing a managed futures (or trend-following) strategy developed and implemented by the adviser. The strategy is systematic and is applied to a diverse investment universe. The adviser invests globally long and short, using leverage, in a diversified range of markets including equities, commodities, currencies and fixed income.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EVOIX	Winton Managed Futures Trend Fund Class I	Institutional	Open			Oct 31, 2011	$18.03M	1.340%	Below Average	$2,500	−$7.88M
EVOAX	Winton Managed Futures Trend Fund Class A	Front Load	Open			Oct 31, 2011	$4.68M	1.590%	Low	$2,500	−$677,724.46

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