Long-Short Equity: Total Returns

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Data through 9/21/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Long-Short Equity 0.62 2.66 2.11 6.77 5.62 4.34
ABR Dynamic Blend Equity & Volatil Inv ABRTX 1.60 6.40 3.64 11.64 5.46 ---
ABR Dynamic Blend Equity & Volatil Instl ABRVX 1.67 7.15 3.70 12.39 5.89 ---
AC Alternatives® Discp Long Short C ACDHX 0.06 3.09 0.81 5.27 6.30 8.56
AC Alternatives® Discp Long Short Inv ACDJX 0.16 3.87 1.09 6.34 7.37 9.64
AC Alternatives® Discp Long Short I ACDKX 0.16 3.97 1.14 6.56 7.56 9.85
AC Alternatives® Discp Long Short A ACDQX 0.11 3.63 1.00 6.07 7.09 9.37
AC Alternatives® Discp Long Short R ACDWX 0.11 3.51 0.95 5.80 6.84 9.09
361 Domestic Long/Short Equity Investor ADMQX -0.09 6.38 1.14 11.20 --- ---
361 Domestic Long/Short Equity Y ADMWX -0.09 6.73 1.22 11.65 --- ---
361 Domestic Long/Short Equity I ADMZX -0.09 6.64 1.23 11.56 --- ---
ACM Dynamic Opportunity A ADOAX 2.64 7.34 3.03 11.16 5.47 ---
Alger Dynamic Opportunities C ADOCX 3.77 13.24 4.23 16.62 9.13 7.16
ACM Dynamic Opportunity I ADOIX 2.68 7.52 3.12 11.46 5.73 ---
Alger Dynamic Opportunities Z ADOZX 3.85 14.09 4.41 17.91 10.32 8.29
361 Global Long/Short Equity Investor AGAQX 0.00 2.06 0.25 5.59 6.11 ---
361 Global Long/Short Equity Y AGAWX 0.00 2.40 0.25 5.99 6.52 ---
361 Global Long/Short Equity I AGAZX -0.08 2.23 0.25 5.79 6.36 ---
AMG River Road Long-Short I ALSIX 1.91 0.95 3.15 2.90 5.55 3.60
AMG River Road Long-Short N ARLSX 1.94 0.80 3.11 2.69 5.28 3.33
AMG River Road Long-Short Z ARLZX 1.99 1.10 3.22 --- --- ---
AB Select US Long/Short C ASCLX 1.73 6.85 4.69 12.57 7.91 5.63
AB Select US Long/Short I ASILX 1.85 7.64 5.02 13.80 9.08 6.75
AB Select US Long/Short A ASLAX 1.80 7.45 4.88 13.43 8.74 6.42
AB Select US Long/Short K ASLKX 1.80 7.37 4.88 13.33 8.74 6.42
AB Select US Long/Short R ASRLX 1.75 7.15 4.79 13.09 8.46 6.15
AB Select US Long/Short Advisor ASYLX 1.85 7.66 4.95 13.74 9.01 6.68
Anchor Tactical Equity Strategies Instl ATESX 1.26 8.66 4.87 16.41 --- ---
Catalyst Systematic Alpha A ATRAX -1.06 -4.11 2.98 -1.89 -1.48 ---
Catalyst Systematic Alpha C ATRCX -1.09 -4.62 2.71 -2.36 -2.29 ---
Catalyst Systematic Alpha I ATRFX -1.06 -3.92 3.10 -1.38 -1.27 ---
Boston Partners Emerging Mkts L/S Instl BELSX 0.19 -10.49 -4.72 -8.85 --- ---
Balter L/S Small Cap Equity Instl BEQIX 0.33 7.63 0.25 13.11 10.18 ---
Balter L/S Small Cap Equity Investor BEQRX 0.16 7.28 0.08 --- --- ---
Balter European L/S Small Cap Instl BESMX -1.14 0.27 0.27 5.94 --- ---
Balter European L/S Small Cap Investor BESRX -1.23 0.00 0.27 5.57 --- ---
BMO Global Long/Short Equity A BGAQX -0.25 -2.11 2.29 1.46 8.29 ---
BMO Global Long/Short Equity I BGIQX -0.25 -1.94 2.37 1.75 8.57 ---
Boston Partners Global Long/Short Instl BGLSX 1.65 -0.85 3.90 2.36 3.85 ---
Boston Partners Global Long/Short Inv BGRSX 1.75 -0.94 3.85 2.11 3.59 ---
Balter Invenomic Institutional BIVIX 1.28 3.35 2.87 12.01 --- ---
Balter Invenomic Investor BIVRX 1.19 3.17 2.79 11.72 --- ---
Boston Partners Long/Short Rsrch Instl BPIRX 2.04 -0.12 3.03 3.79 5.25 5.73
Boston Partners Long/Short Equity Inv BPLEX -0.26 -7.01 -1.19 -3.06 6.62 4.44
Boston Partners Long/Short Equity Instl BPLSX -0.29 -6.87 -1.19 -2.82 6.87 4.68
Boston Partners Long/Short Rsrch Inv BPRRX 2.08 -0.24 3.03 3.54 5.02 5.49
Salient Tactical Plus F BTPIX 0.76 2.41 1.80 9.93 8.19 5.72
Absolute Capital Opportunities Instl CAPOX -0.33 6.60 -1.78 9.29 --- ---
Multi-Manager Directional Alt Strat A CDAAX 0.66 -2.63 0.75 0.85 --- ---
Multi-Manager Directional Alt Strat Inst CDAZX 0.66 -2.37 0.85 1.14 --- ---
Chilton Strategic European Equities CHEUX 1.68 0.55 -0.27 -0.27 --- ---
Catalyst Insider Long/Short A CIAAX 4.61 1.46 4.39 5.74 0.03 -0.05
Catalyst Insider Long/Short C CIACX 4.60 0.87 4.25 4.95 -0.74 -0.77
Catalyst Insider Long/Short I CIAIX 4.66 1.65 4.44 6.01 0.27 ---
Clough Global Long/Short Investor CLOAX -1.34 5.27 -2.40 10.20 --- ---
Clough Global Long/Short C CLOCX -1.45 4.70 -2.52 9.44 --- ---
Clough Global Long/Short I CLOIX -1.33 5.50 -2.30 10.60 --- ---
Caldwell & Orkin Market Opportunity COAGX 1.63 3.01 1.58 4.17 -2.72 1.23
Counterpoint Tactical Equity A CPAEX -0.13 3.33 2.52 7.78 --- ---
Counterpoint Tactical Equity C CPCEX -0.13 2.79 2.38 7.01 --- ---
Calamos Phineus Long/Short C CPCLX -0.40 -0.08 -0.65 3.16 --- ---
Counterpoint Tactical Equity I CPIEX -0.06 3.57 2.57 8.08 --- ---
Calamos Phineus Long/Short I CPLIX -0.32 0.56 -0.39 4.18 --- ---
Calamos Phineus Long/Short A CPLSX -0.32 0.48 -0.40 3.95 --- ---
Counterpoint Long-Short Equity A CPQAX -0.84 0.92 0.86 --- --- ---
Counterpoint Long-Short Equity C CPQCX -0.65 1.25 1.45 --- --- ---
Counterpoint Long-Short Equity I CPQIX -0.84 1.12 0.92 --- --- ---
CRM Long/Short Opportunities Instl CRIHX -0.27 5.62 1.02 5.26 --- ---
Dunham Alternative Dividend A DADHX -1.31 0.26 -0.41 2.20 --- ---
Dreyfus Select Managers Long/Short A DBNAX 0.00 2.48 1.10 3.13 1.80 ---
Dreyfus Select Managers Long/Short C DBNCX -0.08 1.98 0.90 2.30 1.04 ---
Dreyfus Select Managers Long/Short I DBNIX 0.00 2.77 1.17 3.41 2.10 ---
Dreyfus Select Managers Long/Short Y DBNYX 0.08 2.77 1.25 3.41 2.10 ---
Dunham Alternative Dividend C DCDHX -1.40 -0.36 -0.64 1.34 --- ---
AmericaFirst Defensive Growth A DGQAX -0.77 -0.29 5.88 -0.77 -3.95 1.16
AmericaFirst Defensive Growth I DGQIX -0.73 0.00 5.94 -0.27 -3.38 1.99
AmericaFirst Defensive Growth U DGQUX -0.91 -0.71 5.70 -1.31 -4.48 0.63
Diamond Hill Long-Short C DHFCX 2.34 4.21 5.82 7.80 6.81 5.46
Diamond Hill Long-Short I DHLSX 2.44 4.96 6.09 8.90 7.92 6.55
Diamond Hill Research Opportunities A DHROX -0.08 5.39 3.03 12.86 7.35 7.17
Diamond Hill Long-Short A DIAMX 2.43 4.77 6.01 8.60 7.61 6.25
Diamond Hill Long-Short Y DIAYX 2.47 5.10 6.14 9.04 8.05 6.69
Dunham Alternative Dividend N DNDHX -1.31 0.43 -0.37 2.39 --- ---
Diamond Hill Research Opportunities C DROCX -0.17 4.82 2.80 11.97 6.54 6.36
Diamond Hill Research Opportunities I DROIX -0.08 5.58 3.07 13.18 7.65 7.46
Diamond Hill Research Opportunities Y DROYX -0.04 5.70 3.15 13.33 7.79 7.60
Equinox Ampersand Strategy A EEHAX -0.65 2.70 0.66 8.36 10.32 8.27
Equinox Ampersand Strategy I EEHIX -0.55 3.35 0.84 9.00 10.72 8.63
Salient Tactical Growth Investor FFTGX 1.00 2.33 2.64 6.95 6.16 4.29
Meeder Spectrum Retail FLSPX 1.23 7.23 4.68 15.14 11.50 ---
Wasatch Long/Short Investor FMLSX 0.28 -0.18 3.15 4.64 4.45 -0.08
AMG FQ Long-Short Equity N FQUAX 0.86 14.96 5.34 19.75 13.56 11.06
First Investors Long Short A FRLBX 1.09 -3.60 -0.97 -2.30 --- ---
First Investors Long Short Advisor FRLDX 1.19 -3.31 -0.78 -2.01 --- ---
First Investors Long Short Institutional FRLIX 0.89 -3.49 -1.06 -2.20 --- ---
Salient Tactical Growth A FTAGX 0.98 2.29 2.61 6.85 6.03 4.15
Salient Tactical Growth C FTGOX 0.91 1.68 2.29 6.07 5.46 3.62
Salient Tactical Growth Inst FTGWX 1.01 2.55 2.70 7.27 6.52 4.64
Forester Value N FVALX 1.77 4.26 3.23 5.93 -1.10 -0.24
Forester Value I FVILX 1.73 4.34 3.24 6.13 -0.85 0.01
Forester Value R FVRLX 1.72 4.04 3.14 5.67 -1.27 -0.45
PSI All Asset A FXMAX -1.87 -10.66 -7.08 -10.96 -0.46 -1.53
Gotham Absolute 500 Core Institutional GACFX 1.38 5.76 5.23 14.13 --- ---
Gotham Absolute Return Institutional GARIX 0.40 2.05 2.40 7.96 6.19 5.15
Gotham Hedged Core Institutional GCHDX 1.45 6.22 5.25 14.32 --- ---
Gotham Defensive Long 500 Institutional GDLFX 1.40 7.99 8.93 20.17 --- ---
Gotham Defensive Long Institutional GDLIX 0.51 3.14 5.54 11.78 --- ---
Gotham Absolute 500 Institutional GFIVX 1.18 5.16 5.85 15.52 11.29 ---
Gotham Hedged Plus Institutional GHPLX 1.26 5.24 5.93 16.75 --- ---
Gotham Master Index Plus Institutional GMIDX 1.62 9.24 6.28 21.69 --- ---
American Beacon Grosvenor L/S A GSVAX 1.58 2.15 0.74 6.71 --- ---
Glenmede Quant US Long/Short Equity GTAPX -1.36 -0.38 -0.69 3.25 5.64 4.52
Gotham Total Return Institutional GTRFX 1.36 6.35 6.77 17.53 13.59 ---
Gotham Total Return N GTRNX 1.29 6.11 6.70 --- --- ---
American Beacon Grosvenor L/S C GVRCX 1.52 1.62 0.56 5.85 --- ---
American Beacon Grosvenor L/S Instl GVRIX 1.65 2.40 0.91 7.13 --- ---
American Beacon Grosvenor L/S Inv GVRPX 1.48 2.05 0.74 6.62 --- ---
American Beacon Grosvenor L/S Ultra GVRUX 1.56 2.50 0.91 --- --- ---
American Beacon Grosvenor L/S Y GVRYX 1.56 2.32 0.82 6.95 --- ---
Scharf Alpha Opportunity Retail HEDJX 1.39 2.72 4.59 2.95 --- ---
Highland Long/Short Equity A HEOAX 1.52 3.18 -0.08 8.29 4.11 4.15
Highland Long/Short Equity C HEOCX 1.39 2.64 -0.34 7.56 3.41 3.47
Highland Long/Short Equity Z HEOZX 1.53 3.44 0.00 8.78 4.47 4.52
Highland Long/Short Healthcare A HHCAX 3.73 10.25 1.83 14.54 -4.15 3.65
Highland Long/Short Healthcare C HHCCX 3.64 9.72 1.62 13.81 -4.73 3.03
Highland Long/Short Healthcare Z HHCZX 3.75 10.56 1.99 14.97 -3.78 4.06
Hancock Horizon Quant Long/Short Inv HHQAX 0.00 5.29 1.95 9.48 5.14 6.14
Hancock Horizon Quant Long/Short C HHQCX 0.00 4.67 1.80 8.32 4.24 5.27
Hancock Horizon Quant Long/Short Instl HHQTX 0.00 5.39 2.01 9.31 5.27 6.31
Fintrust Income and Opportunity Instl HIOIX 0.36 0.91 -0.36 4.37 --- ---
Hartford Long/Short Global Equity A HLOAX -2.35 -5.40 -1.84 -1.91 5.86 ---
Hartford Long/Short Global Equity C HLOCX -2.31 -5.67 -1.88 -2.19 5.39 ---
Hartford Long/Short Global Equity F HLOFX -2.34 -5.29 -1.74 -1.70 --- ---
Hartford Long/Short Global Equity I HLOIX -2.34 -5.36 -1.83 -1.85 5.99 ---
Hartford Long/Short Global Equity Y HLOYX -2.34 -5.36 -1.91 -1.79 6.07 ---
Fintrust Income and Opportunity A HROAX 0.27 0.73 -0.45 4.10 --- ---
James Alpha Mlt Strat Alt Inc A JAAMX 1.48 9.06 2.74 11.74 4.05 ---
James Alpha Mlt Strat Alt Inc C JACMX 1.29 8.46 2.37 10.75 3.22 ---
James Alpha EHS Portfolio A JAHAX 0.00 2.64 0.09 6.88 --- ---
James Alpha EHS Portfolio C JAHCX 0.18 2.17 0.09 6.33 --- ---
James Alpha EHS Portfolio S JAHSX 0.18 2.82 0.28 7.18 --- ---
James Alpha Mlt Strat Alt Inc I JAIMX 1.48 9.29 2.80 12.00 4.28 ---
James Alpha Mlt Strat Alt Inc S JASMX 1.58 9.61 2.89 12.57 --- ---
James Long-Short JAZZX 0.47 -1.63 2.80 5.18 4.94 5.15
James Alpha EHS Portfolio I JEHIX 0.18 2.83 0.28 7.08 --- ---
JPMorgan Opportunistic Equity L/S C JOECX 1.06 2.20 0.95 7.06 5.40 ---
JPMorgan Opportunistic Equity L/S A JOELX 1.09 2.55 1.04 7.58 5.92 ---
JPMorgan Opportunistic Equity L/S R5 JOEPX 1.18 2.89 1.18 8.10 6.41 ---
JPMorgan Opportunistic Equity L/S I JOEQX 1.14 2.75 1.08 7.86 6.19 ---
JPMorgan Opportunistic Equity L/S R6 JOERX 1.18 2.94 1.18 8.14 6.46 ---
JPMorgan Opportunistic Equity L/S R2 JOEZX 1.10 2.41 0.99 7.35 5.66 ---
JHancock Seaport Long/Short A JSFBX 0.53 2.99 0.89 5.10 4.64 ---
JHancock Seaport Long/Short I JSFDX 0.61 3.21 0.96 5.38 4.95 ---
JHancock Seaport Long/Short R6 JSFRX 0.60 3.37 1.04 5.53 5.07 ---
JHancock Seaport Long/Short C JSFTX 0.55 2.50 0.73 4.47 3.94 ---
LoCorr Dynamic Equity A LEQAX -0.85 -1.35 1.39 0.57 8.33 3.84
LoCorr Dynamic Equity C LEQCX -0.89 -1.93 1.18 -0.20 7.49 3.07
LoCorr Dynamic Equity I LEQIX -0.76 -1.09 1.46 0.91 8.61 4.11
Lazard Fundamental Long/Short Instl LLSIX 0.81 -3.63 -1.24 -2.28 -1.31 ---
Lazard Fundamental Long/Short Open LLSOX 0.73 -3.84 -1.34 -2.57 -1.61 ---
Longboard Alternative Growth A LONAX -1.30 3.64 0.80 11.06 --- ---
Longboard Alternative Growth I LONGX -1.22 3.86 0.89 11.37 9.39 ---
Persimmon Long/Short A LSEAX --- --- --- --- --- ---
Persimmon Long/Short I LSEIX 1.82 3.23 1.55 6.27 3.84 3.87
LS Opportunity LSOFX 1.18 5.59 4.53 10.54 9.85 5.84
Invesco Long/Short Equity A LSQAX -1.67 -1.09 0.77 10.87 10.76 ---
Invesco Long/Short Equity C LSQCX -1.80 -1.71 0.53 9.99 9.91 ---
Invesco Long/Short Equity R5 LSQFX -1.65 -0.92 0.85 11.28 11.09 ---
Invesco Long/Short Equity R LSQRX -1.68 -1.27 0.69 10.62 10.50 ---
Invesco Long/Short Equity R6 LSQSX -1.65 -0.83 0.85 11.38 11.12 ---
Invesco Long/Short Equity Y LSQYX -1.66 -1.00 0.76 11.18 11.02 ---
AMG FQ Long-Short Equity I MEQFX 0.92 15.17 5.47 20.19 13.90 11.38
Marketfield A MFADX 1.59 -3.42 0.12 2.91 3.73 -1.70
Marketfield C MFCDX 1.53 -3.99 -0.06 2.12 2.93 -2.45
Marketfield I MFLDX 1.63 -3.27 0.18 3.18 3.97 -1.46
Marketfield R6 MFRIX 1.67 -3.13 0.24 3.34 4.14 -1.31
MProved Systematic Long-Short Inv MLSJX 0.80 0.50 1.01 --- --- ---
MProved Systematic Long-Short Instl MLSQX 0.80 0.70 1.10 --- --- ---
MFS® Managed Wealth A MNWAX 0.38 3.34 0.86 3.86 3.24 ---
MFS® Managed Wealth B MNWBX 0.29 2.69 0.68 2.90 2.36 ---
MFS® Managed Wealth C MNWCX 0.29 2.81 0.69 3.01 2.37 ---
MFS® Managed Wealth I MNWIX 0.38 3.54 0.96 4.00 3.38 ---
MFS® Managed Wealth R1 MNWRX 0.29 2.69 0.59 2.90 2.36 ---
MFS® Managed Wealth R2 MNWSX 0.38 3.16 0.87 3.54 2.91 ---
MFS® Managed Wealth R3 MNWTX 0.38 3.34 0.86 3.68 3.13 ---
MFS® Managed Wealth R4 MNWUX 0.48 3.54 0.96 4.03 3.43 ---
MFS® Managed Wealth R6 MNWZX 0.38 3.54 0.96 --- --- ---
Navigator Equity Hedged A NAVAX 0.79 1.00 -0.25 3.55 5.85 3.34
Navigator Equity Hedged C NAVCX 0.72 0.45 -0.38 2.73 5.06 2.58
Navigator Equity Hedged I NAVIX 0.80 1.15 -0.22 3.79 6.11 3.60
Nuance Concentrated Value L-S Invt NCLIX -0.67 -2.63 -3.62 -3.88 --- ---
Nuance Concentrated Value L-S Instl NCLSX -0.66 -2.42 -3.59 -3.58 --- ---
Nuveen Equity Long/Short A NELAX 0.29 8.39 1.71 16.60 11.59 10.00
Nuveen Equity Long/Short C NELCX 0.24 7.82 1.53 15.73 10.75 9.19
Nuveen Equity Long/Short I NELIX 0.33 8.59 1.80 16.91 11.86 10.28
Neuberger Berman Long Short A NLSAX 0.88 3.82 2.89 7.40 6.12 4.23
Neuberger Berman Long Short C NLSCX 0.78 3.27 2.74 6.67 5.32 3.46
Neuberger Berman Long Short Instl NLSIX 0.93 4.16 3.04 7.84 6.51 4.61
Nationwide Long/Short Equity A NWLEX 1.83 2.40 1.97 --- --- ---
Nationwide Long/Short Equity R6 NWLFX 1.82 2.75 2.03 7.68 7.87 ---
Nationwide Long/Short Equity Instl Svc NWLGX 1.82 2.76 2.04 7.64 7.75 8.05
Otter Creek Long/Short Opportunity Inv OTCRX -0.44 -1.30 3.27 -2.57 0.21 ---
Otter Creek Long/Short Opportunity Instl OTTRX -0.43 -1.12 3.33 -2.38 0.44 ---
Principal Multi-Manager Equity L/S A PGMMX 0.75 0.19 2.48 4.95 --- ---
Principal Multi-Manager Equity L/S Instl PGPIX 0.84 0.47 2.56 5.28 --- ---
Principal Multi-Manager Equity L/S R6 PGPMX 0.75 0.46 2.56 5.32 --- ---
PGIM QMA Long-Short Equity A PLHAX 0.23 1.18 1.26 5.82 6.47 ---
PGIM QMA Long-Short Equity C PLHCX 0.24 0.64 1.05 5.05 5.70 ---
PGIM QMA Long-Short Equity R6 PLHQX 0.31 1.40 1.32 6.10 --- ---
PGIM QMA Long-Short Equity Z PLHZX 0.31 1.40 1.32 6.10 6.78 ---
PIMCO EqS® Long/Short A PMHAX 0.59 3.81 2.74 5.93 4.62 4.12
PIMCO EqS® Long/Short I2 PMHBX 0.50 4.02 2.70 6.12 4.84 4.37
PIMCO EqS® Long/Short C PMHCX 0.44 3.24 2.41 5.07 3.82 3.32
PIMCO EqS® Long/Short Institutional PMHIX 0.57 4.07 2.77 6.25 4.98 4.47
PIMCO EqS® Long/Short I-3 PMHNX 0.50 --- 2.70 --- --- ---
Probabilities A PROAX -0.49 -6.30 1.10 -0.01 3.96 ---
Probabilities C PROCX -0.61 -6.90 0.93 -0.79 3.18 ---
Probabilities I PROTX -0.58 -6.23 1.09 0.09 4.19 ---
PIMCO RAE Worldwide Long/Short PLUS Inst PWLIX 1.77 5.92 6.46 12.13 11.30 ---
Pzena Long/Short Value Instl PZILX 0.28 -0.83 1.14 2.20 6.68 ---
Pzena Long/Short Value Investor PZVLX 0.19 -1.12 1.05 1.83 6.38 ---
AQR Long-Short Equity I QLEIX -0.79 -9.65 -2.64 -6.15 8.00 11.34
AQR Long-Short Equity N QLENX -0.80 -9.86 -2.74 -6.42 7.72 11.06
AQR Long-Short Equity R6 QLERX -0.79 -9.63 -2.63 -6.07 8.10 ---
RiverPark Long/Short Opportunity Retail RLSFX 3.38 11.15 2.46 14.12 10.12 6.72
RiverPark Long/Short Opportunity Instl RLSIX 3.35 11.30 2.51 14.34 10.34 6.91
RMB Mendon Financial Long/Short C RMBCX -2.89 -1.65 -6.82 -0.43 2.50 6.83
RMB Mendon Financial Long/Short A RMBFX -2.84 -1.13 -6.63 0.29 3.23 7.61
RMB Mendon Financial Long/Short I RMBIX -2.81 -0.90 -6.56 0.63 3.56 ---
Guggenheim Long Short Equity A RYAMX 0.34 -3.78 3.91 3.60 3.39 4.07
Guggenheim Long Short Equity C RYISX 0.26 -4.27 3.68 2.86 2.63 3.28
Guggenheim Long Short Equity Instl RYQTX 0.34 -3.60 4.00 3.88 3.67 4.34
Guggenheim Long Short Equity P RYSRX 0.34 -3.72 3.96 3.65 3.40 4.07
Guggenheim Alpha Opportunity A SAOAX -0.16 -6.84 2.24 -1.24 3.59 4.22
Guggenheim Alpha Opportunity C SAOCX -0.24 -7.35 2.02 -2.05 2.81 3.44
Guggenheim Alpha Opportunity Instl SAOIX -0.07 -6.57 2.35 -0.83 4.14 4.65
Guggenheim Alpha Opportunity P SAOSX -0.10 -6.81 2.23 -1.28 3.72 ---
Salient Tactical Plus A SBTAX 0.69 2.02 1.66 9.35 7.63 ---
Salient Tactical Plus C SBTCX 0.63 1.44 1.44 8.54 6.78 ---
Salient Tactical Plus I SBTIX 0.77 2.27 1.73 9.67 7.88 ---
Strategic Global Long/Short A SGFAX 0.82 -0.70 1.44 -1.89 --- ---
Sirios Long/Short Institutional SLHIX 1.90 --- 6.55 --- --- ---
Alger Dynamic Opportunities A SPEDX 3.80 13.87 4.38 17.60 9.99 7.99
Meeder Spectrum Adviser SRUAX 1.31 7.46 4.82 15.45 --- ---
Meeder Spectrum Institutional SRUIX 1.31 7.63 4.81 15.72 --- ---
Sirius S&P Strategic Large-Cap Allc SSPLX 0.00 11.17 3.12 9.04 0.99 ---
Schwab Hedged Equity SWHEX 0.85 4.09 3.12 8.14 8.68 8.10
FundX Tactical Upgrader TACTX -1.05 2.87 -2.75 2.25 7.17 4.68
Toews Tactical Oceana THIDX -0.58 -9.54 -4.43 -7.00 0.90 -1.09
Toews Tactical Monument THLGX 1.19 0.09 4.65 6.27 4.62 3.20
Thornburg Long/Short Equity I THLSX 2.19 3.27 2.54 7.54 --- ---
Toews Tactical Opportunity THSMX -1.01 -2.10 0.62 3.72 0.36 -0.31
Toews Tactical Defensive Alpha TTDAX 0.17 2.51 1.87 7.59 --- ---
USA Mutuals Navigator Institutional UNAVX 2.48 9.26 6.75 --- --- ---
Natixis ASG Tactical US Market A USMAX 3.09 10.98 7.56 21.27 13.71 ---
Natixis ASG Tactical US Market C USMCX 2.97 10.39 7.35 20.25 12.86 ---
Natixis ASG Tactical US Market Y USMYX 3.07 11.15 7.66 21.53 14.00 ---
Voya CBRE Long/Short A VCRLX -0.20 -2.18 1.23 3.24 1.48 2.19
Voya CBRE Long/Short I VCRSX -0.20 -2.06 1.22 3.48 1.76 2.43
Advantus Managed Volatility Equity Instl VMEIX 1.87 3.88 5.74 8.79 --- ---
Waycross Long/Short Equity WAYEX 0.44 6.02 1.78 10.16 6.56 ---
Wasatch Long/Short Institutional WILSX 0.34 0.19 3.26 5.16 4.83 0.20
Weitz Partners III Opportunity Investor WPOIX 1.63 8.78 4.97 6.04 4.76 4.19
Weitz Partners III Opportunity Instl WPOPX 1.72 9.25 5.17 6.64 5.28 4.63
Wilmington Global Alpha Equities A WRAAX 0.72 1.72 2.56 3.59 2.57 2.18
Wilmington Global Alpha Equities I WRAIX 0.71 1.89 2.63 3.81 2.84 2.43
Content Partners