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This table presents price and performance related information for all Dynamic Funds investment products. And quick access to detailed product information and regulatory documents.
Daily Price $
Performance %
Annual Return %
Series NAV chg $ chg % 1 yr 3 yrs 5 yrs 10 yrs Incep Date 1 mo 3 mo 6 mo YTD 2024 2023 2022 2021 2020
Liquid Alternative 7
Dynamic Alpha Performance II Fund Total funds $121.91 MM
A Currency 10.9573 0.1169 1.08 8.49 7.58 1.63 - 1.22 10/09/18 3.68 4.70 6.57 2.03 20.03 10.86 -16.93 0.10 0.26
F Currency 11.6471 0.1097 0.95 8.90 8.21 2.43 - 2.12 10/09/18 3.78 4.99 7.15 2.87 19.52 12.08 -16.05 1.19 1.45
Dynamic Credit Absolute Return Fund Total funds $2.47 B
A Currency 9.1100 0.0054 0.06 5.95 5.58 4.13 3.85 4.01 11/20/23 0.44 1.36 4.10 4.60 5.03 - 0.86 3.06 5.59
F Currency 9.0477 0.0058 0.06 6.67 6.46 5.04 4.88 5.04 11/20/23 0.50 1.45 4.48 5.27 5.94 - 1.79 3.91 6.75
Dynamic Credit Opportunities Fund Total funds $65.33 MM
A Currency 10.5798 0.0057 0.05 5.99 - - - 7.31 09/25/23 0.34 1.85 3.67 5.25 7.65 - - - -
F Currency 10.6122 0.0067 0.06 6.86 - - - 8.24 09/25/23 0.42 2.00 4.11 5.98 8.46 - - - -
Dynamic Global Growth Opportunities Fund Total funds $215.67 MM
A Currency 14.4466 0.2380 1.68 29.70 8.74 2.92 10.78 10.26 03/09/15 1.08 6.30 22.37 10.02 36.87 -3.52 -41.35 21.85 52.45
A CurrencyUS 10.3227 0.1726 1.70 26.04 - - - - 06/21/24 -0.25 4.01 26.54 13.63 - - - - -
F Currency 15.6928 0.2598 1.68 30.59 9.73 3.88 11.62 11.12 03/09/15 1.17 6.58 23.00 10.86 37.81 -2.54 -40.71 22.79 53.82
F CurrencyUS 11.2131 0.1883 1.71 26.90 - - - - 06/21/24 -0.16 4.28 27.19 14.51 - - - - -
Dynamic Premium Yield PLUS Fund Total funds $9.10 B
A Currency 10.8162 0.0273 0.25 14.45 18.07 15.51 - 10.49 10/09/18 2.42 4.54 14.87 8.88 10.76 26.14 -0.93 20.49 6.11
F Currency 10.7749 0.0282 0.26 15.75 19.41 16.81 - 11.77 10/09/18 2.51 4.83 15.53 9.80 12.02 27.56 0.19 21.85 7.29
Dynamic Real Estate & Infrastructure Income II Fund Total funds $839.30 MM
A Currency 9.4420 0.0018 0.02 6.24 9.86 7.50 - 4.27 04/01/19 2.79 4.04 9.19 12.99 13.00 -1.13 -15.05 21.31 -7.78
F Currency 9.3465 0.0027 0.03 7.43 11.09 8.70 - 5.44 04/01/19 2.88 4.32 9.79 13.93 14.28 -0.02 -14.10 22.66 -6.77
Dynamic Short Term Credit PLUS Fund Total funds $1.13 B
A Currency 10.6352 0.0133 0.13 7.70 9.61 - - 7.02 01/27/22 1.00 2.49 4.05 4.99 11.65 10.23 - - -
F Currency 10.6790 0.0138 0.13 8.33 10.24 - - 7.64 01/27/22 1.05 2.64 4.37 5.45 12.29 10.86 - - -
Specialty 15
Dynamic Alternative Yield Class Total funds $297.47 MM
A Currency 16.9096 -0.0169 -0.10 6.91 9.00 9.62 5.34 6.36 09/18/12 1.00 2.33 1.34 2.65 15.65 5.61 -12.29 31.74 -8.99
F Currency 19.5231 -0.0178 -0.09 7.96 10.16 10.80 6.49 7.53 09/18/12 1.10 2.61 1.87 3.43 16.86 6.77 -11.31 33.19 -7.95
Dynamic Alternative Yield Fund Total funds $1.99 B
A Currency 8.9798 -0.0089 -0.10 7.58 9.30 9.83 5.45 6.82 09/30/11 1.01 2.41 1.53 2.99 16.09 5.67 -12.22 31.86 -8.98
F Currency 9.0668 -0.0082 -0.09 8.81 10.54 11.06 6.62 8.02 09/30/11 1.11 2.70 2.11 3.86 17.41 6.85 -11.25 33.34 -8.02
Dynamic Diversified Inflation Focused Fund Total funds $75.39 MM
A Currency 14.0161 -0.1066 -0.75 16.41 11.79 7.29 7.03 5.81 03/31/05 5.62 8.93 10.51 17.20 10.28 3.25 -6.17 8.53 5.92
F Currency 16.6344 -0.1251 -0.75 17.72 13.04 8.54 8.32 7.02 04/04/05 5.72 9.23 11.14 18.19 11.51 4.41 -5.06 9.89 7.22
Dynamic Energy Income Fund Total funds $188.70 MM
A Currency 14.3553 0.0463 0.32 9.59 11.16 19.34 5.38 5.58 08/26/03 2.84 3.78 0.29 4.29 20.79 -0.40 35.47 23.71 -19.74
F Currency 13.1873 0.0436 0.33 10.89 12.48 20.76 6.61 6.16 05/03/04 2.94 4.08 0.88 5.21 22.25 0.78 37.10 25.17 -18.95
Dynamic Financial Services Fund Total funds $413.30 MM
A Currency 36.6942 0.1643 0.45 24.76 21.47 15.17 12.84 9.30 10/11/72 1.10 2.98 13.46 15.41 30.15 13.27 -15.27 25.02 4.88
F Currency 20.4658 0.0934 0.46 26.15 22.83 16.46 14.11 9.55 03/04/02 1.19 3.27 14.09 16.37 31.61 14.53 -14.31 26.42 6.11
Dynamic Global Infrastructure Class Total funds $126.83 MM
A Currency 17.7262 0.0250 0.14 15.15 9.98 7.08 6.80 7.07 09/14/15 2.90 4.07 9.90 13.87 13.09 -1.40 -2.96 7.75 -1.36
F Currency 19.4913 0.0291 0.15 16.06 11.06 8.17 7.94 8.21 09/14/15 2.99 4.32 10.40 14.61 14.16 -0.34 -1.89 8.91 -0.27
Dynamic Global Infrastructure Fund Total funds $1.32 B
A Currency 24.5214 0.0347 0.14 15.47 10.14 7.22 7.14 6.95 07/19/07 2.91 4.12 10.02 14.06 13.28 -1.34 -2.83 7.85 -1.26
A CurrencyUS 17.5215 0.0291 0.17 12.21 9.71 6.29 6.74 5.32 07/19/07 1.56 1.88 13.77 17.81 4.05 1.12 -9.13 8.69 0.36
F Currency 25.4025 0.0383 0.15 16.74 11.34 8.39 8.34 8.12 07/19/07 3.00 4.40 10.62 15.00 14.52 -0.27 -1.76 9.02 -0.19
F CurrencyUS 18.1511 0.0319 0.18 13.44 10.90 7.45 7.92 6.48 09/10/07 1.64 2.16 14.39 18.78 5.20 2.21 -8.13 9.87 1.44
Dynamic Global Real Estate Fund Total funds $337.34 MM
A Currency 37.0991 -0.0419 -0.11 -4.39 6.35 4.32 4.57 6.57 11/04/96 1.38 3.25 3.08 4.81 3.82 5.96 -21.40 30.61 -3.39
F Currency 15.1949 -0.0158 -0.10 -3.33 7.53 5.47 5.75 5.65 01/15/07 1.47 3.54 3.65 5.70 4.96 7.12 -20.53 32.06 -2.29
Dynamic Precious Metals Fund Total funds $1.27 B
A Currency 30.5879 -1.1727 -3.69 105.24 49.57 18.90 24.09 9.17 01/20/84 21.88 44.07 46.66 105.15 34.33 5.21 -16.89 -1.84 53.96
F Currency 65.2908 -2.4951 -3.68 108.22 51.73 20.58 25.86 10.97 01/15/07 22.02 44.58 47.71 107.36 36.30 6.69 -15.74 -0.47 56.16
Dynamic Premium Yield Class Total funds $952.50 MM
A Currency 17.6909 0.0330 0.19 10.74 13.25 11.08 - 6.76 03/10/16 2.21 3.43 10.57 6.52 9.42 20.34 -1.42 12.67 2.81
F Currency 19.1907 0.0377 0.20 11.78 14.45 12.29 - 7.96 03/10/16 2.30 3.70 11.14 7.31 10.56 21.70 -0.31 13.94 3.93
Dynamic Premium Yield Fund Total funds $6.47 B
A Currency 12.1677 0.0230 0.19 11.12 13.50 11.28 6.47 7.40 10/28/13 2.22 3.49 10.69 6.70 9.73 20.59 -1.38 12.89 2.94
F Currency 12.2033 0.0242 0.20 12.36 14.77 12.52 7.65 8.60 10/28/13 2.32 3.78 11.32 7.59 10.97 21.93 -0.28 14.13 4.01
Dynamic Real Estate & Infrastructure Income Fund Total funds $132.77 MM
A Currency 14.0541 0.0036 0.03 5.92 9.30 7.15 6.68 9.39 11/02/09 2.79 3.98 8.72 12.42 12.27 -1.45 -14.39 21.00 -8.79
F Currency 14.4389 0.0050 0.03 7.13 10.52 8.36 7.86 10.59 11/02/09 2.88 4.28 9.34 13.37 13.52 -0.35 -13.43 22.36 -7.75
Dynamic Strategic Energy Class Total funds $14.07 MM
A Currency 6.7107 0.0208 0.31 14.66 12.52 18.58 1.31 0.26 07/19/07 3.98 4.10 0.53 6.38 22.78 3.12 25.75 9.22 -22.77
A CurrencyUS 4.7951 0.0161 0.34 11.42 12.07 17.55 0.93 -1.35 07/19/07 2.61 1.86 3.95 9.87 12.78 5.69 17.60 10.08 -21.54
F Currency 8.5177 0.0272 0.32 15.89 13.73 19.86 2.44 1.36 07/19/07 4.08 4.38 1.07 7.22 24.11 4.25 27.10 10.42 -21.84
F CurrencyUS 6.0862 0.0209 0.34 12.61 13.28 - - 12.09 01/27/22 2.70 2.14 4.50 10.74 14.01 6.84 - - -
Dynamic Strategic Gold Class Total funds $449.39 MM
A Currency 41.1787 -1.6148 -3.77 91.76 44.80 20.82 20.28 10.25 08/24/09 18.99 37.00 41.19 85.17 36.92 7.15 -5.72 -0.08 40.69
A CurrencyUS 29.4239 -1.1462 -3.75 86.35 44.23 19.77 19.82 8.53 08/24/09 17.42 34.05 45.99 91.25 25.78 9.82 -11.84 0.70 42.98
F Currency 47.2740 -1.8495 -3.77 93.89 46.40 22.14 21.63 11.48 08/24/09 19.10 37.38 41.98 86.82 38.37 8.32 -4.72 1.01 42.28
F CurrencyUS 33.7792 -1.3128 -3.74 88.42 45.82 - - 28.07 01/27/22 17.53 34.42 46.81 92.95 27.10 11.02 - - -
Dynamic Strategic Mining Class Total funds $121.59 MM
A Currency 21.8548 -1.1476 -4.99 53.29 20.96 19.82 13.42 7.99 11/24/11 23.73 42.23 44.33 57.60 2.72 -0.36 15.28 19.00 3.30
A CurrencyUS 15.6161 -0.8159 -4.97 48.96 20.48 18.78 12.98 5.80 11/24/11 22.10 39.17 49.24 62.78 -5.65 2.12 7.80 19.93 5.00
F Currency 24.9112 -1.3061 -4.98 54.96 22.31 21.20 14.62 9.17 11/24/11 23.82 42.60 45.11 58.86 3.87 0.79 16.61 20.46 4.55
F CurrencyUS 17.8001 -0.9285 -4.96 50.59 21.82 20.15 14.19 6.96 11/24/11 22.19 39.53 50.05 64.08 -4.59 3.30 9.05 21.40 6.31
Hedge 1
Dynamic Alpha Performance Fund Total funds $22.94 MM
A Currency 10.5278 0.0692 0.66 9.69 7.95 0.68 1.23 4.46 06/07/02 2.76 3.41 7.89 1.82 20.87 11.05 -17.37 -2.31 -2.30
F Currency 10.3660 0.0704 0.68 8.83 8.48 1.43 2.06 4.52 12/30/05 2.84 3.69 8.46 2.63 19.98 12.25 -16.57 -1.22 -1.13