About JCRIX
The ALPS | CoreCommodity Management CompleteCommodities Strategy Fund Class I is a mutual fund designed to provide investors with broad-based exposure to global commodities markets. Its primary objective is to maximize real returns while adhering to prudent investment management practices. To achieve this, the fund invests in a diversified mix of commodity futures, physical commodity exchange-traded funds, and equity securities of commodity-related companies. By combining both physical and financial commodity exposures, the fund seeks to enhance diversification and potentially reduce overall portfolio volatility.
The fund leverages an active management approach, allocating assets across various sectors—such as grains, minerals, metals, livestock, energy, and soft commodities—based on market opportunities and macroeconomic trends. It is benchmarked to the Bloomberg Commodity Index and is classified within the 'Commodities Broad Basket' category, reflecting its comprehensive commodity strategy. Additionally, the fund may utilize a subsidiary structure to gain exposure to commodity-linked investments in a tax-efficient manner. As a result, the fund plays a significant role for institutional investors seeking to hedge against inflation, diversify risk, and access potential growth in commodity markets driven by global supply and demand dynamics.
Fund Family ALPS
Category Commodities Broad Basket
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol JCRIX
Share Class Class I
Index Bloomberg Commodity TR
JCRIX had a total return of 39.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.48%.
