Managed futures

What managed futures funds like KMLM and DBMF do, how trend following across asset classes works, and why they are used as a diversifier in bad years.

What they are

Managed futures funds trade futures on commodities, currencies, bonds and stock indexes, going long what is trending up and short what is trending down. The approach is also called trend following or CTA investing. See Momentum investing.

Why investors hold them

They can profit when stocks and bonds both fall, if those falls form clear trends. In 2022, when stocks and bonds fell together and hurt HFEA, KMLM rose over 30%.

Common ETFs

Fund Approach
KMLM Follows the KFA MLM Index: trends in commodities, currencies and bonds
DBMF Replicates the average holdings of large managed futures hedge funds
CTA Actively managed trend and carry

Taxes

Many managed futures ETFs are structured to issue a 1099, but some commodity funds issue a Schedule K-1. Check before buying. See K-1 vs 1099 funds.

Risks

Trend followers lose money in choppy, trendless markets and can lag for years in calm bull markets. Their value is as a diversifier, not a return engine.

See also

Last updated September 30, 2026. Education only, not investment advice.