Welcome! Please Log In
Search
Data through 5/21/2015. Our favorite Long/Short Equity funds
Fund Category : Long/Short Equity : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Long/Short Equity 0.70 2.63 1.15 4.73 8.58 7.66
Highland Long/Short Healthcare Z -0.12 10.09 4.25 14.11 17.11 12.04
Highland Long/Short Healthcare A LW -0.12 9.94 4.10 13.67 16.68 11.67
Highland Long/Short Healthcare A -0.12 9.94 4.10 13.67 16.68 11.67
Toews Hedged Core W 2.57 9.93 4.91 1.88 7.07 ---
Highland Long/Short Healthcare C -0.19 9.68 4.02 13.01 15.93 11.02
LJM Preservation and Growth I 0.98 9.38 5.45 3.85 --- ---
LJM Preservation and Growth A LW 0.89 9.10 5.38 3.56 --- ---
LJM Preservation and Growth A 0.89 9.10 5.38 3.56 --- ---
JHancock Seaport R6 2.10 8.88 4.01 12.84 --- ---
JHancock Seaport I 2.11 8.81 3.93 12.44 --- ---
JHancock Seaport A Load Waived 2.12 8.74 3.94 12.16 --- ---
JHancock Seaport A 2.12 8.74 3.94 12.16 --- ---
JHancock Seaport C 2.04 8.36 3.77 11.43 --- ---
AmericaFirst Defensive Growth I 2.17 7.25 5.64 14.09 16.01 ---
AmericaFirst Defensive Growth A LW 2.16 6.97 5.50 12.70 15.03 ---
AmericaFirst Defensive Growth A 2.16 6.97 5.50 12.70 15.03 ---
Boston Partners Global Long/Short Instl 3.04 6.80 3.93 8.41 --- ---
Barrow All-Cap Long/Short Institutional 0.94 6.79 2.49 4.80 --- ---
Boston Partners Global Long/Short Inv 3.05 6.71 3.94 8.32 --- ---
AmericaFirst Defensive Growth U 2.05 6.68 5.28 12.06 14.42 ---
Barrow All-Cap Long/Short Investor 0.95 6.60 2.40 4.51 --- ---
RiverPark/Gargoyle Hedged Value Instl 0.85 6.37 3.20 5.36 18.05 ---
RiverPark/Gargoyle Hedged Value Retail 0.85 6.30 3.20 5.15 17.78 ---
AQR Long-Short Equity R6 2.13 6.07 2.40 --- --- ---
AQR Long-Short Equity I 2.22 6.07 2.49 18.29 --- ---
Breithorn Long/Short I 2.03 6.04 0.76 --- --- ---
Hartford Long/Short Global Equity I -0.95 6.02 1.96 --- --- ---
Hartford Long/Short Global Equity Y -0.86 6.01 2.06 --- --- ---
AQR Long-Short Equity N 2.13 6.00 2.32 17.95 --- ---
Hartford Long/Short Global Equity A LW -0.96 5.82 1.87 --- --- ---
Hartford Long/Short Global Equity A -0.96 5.82 1.87 --- --- ---
Newmark Risk-Managed Opportunistic 0.79 5.79 3.64 20.19 2.27 -8.97
Even Keel Traveler Managed Risk I 1.39 5.74 3.11 -1.32 --- ---
Catalyst Absolute Total Return A LW 2.28 5.74 4.35 --- --- ---
Catalyst Absolute Total Return A 2.28 5.74 4.35 --- --- ---
LoCorr Long/Short Equity I 1.07 5.70 3.90 4.74 --- ---
JPMorgan Opportunistic Equity L/S R6 0.78 5.69 1.09 --- --- ---
JPMorgan Opportunistic Equity L/S R5 0.84 5.69 1.09 --- --- ---
Catalyst Absolute Total Return I 2.28 5.64 4.14 --- --- ---
Hartford Long/Short Global Equity C -0.96 5.63 1.78 --- --- ---
Even Keel Traveler Managed Risk A LW 1.38 5.63 3.02 -1.57 --- ---
Even Keel Traveler Managed Risk A 1.38 5.63 3.02 -1.57 --- ---
JPMorgan Opportunistic Equity L/S Select 0.79 5.57 1.03 --- --- ---
LoCorr Long/Short Equity A Load Waived 0.98 5.52 3.71 4.35 --- ---
LoCorr Long/Short Equity A 0.98 5.52 3.71 4.35 --- ---
JPMorgan Opportunistic Equity L/S A LW 0.73 5.44 0.97 --- --- ---
JPMorgan Opportunistic Equity L/S A 0.73 5.44 0.97 --- --- ---
Eaton Vance Hedged Stock I 1.42 5.43 2.76 8.37 9.51 5.34
Catalyst Absolute Total Return C 2.18 5.42 4.14 --- --- ---
Alger Dynamic Opportunities Z 1.09 5.42 2.84 11.57 10.49 ---
Goldman Sachs Long Short IR 1.51 5.40 3.07 --- --- ---
Goldman Sachs Long Short Institutional 1.42 5.40 3.07 --- --- ---
Alger Dynamic Opportunities A LW 1.10 5.40 2.79 11.35 10.24 7.76
Alger Dynamic Opportunities A 1.10 5.40 2.79 11.35 10.24 7.76
JPMorgan Opportunistic Equity L/S R2 0.73 5.39 0.91 --- --- ---
Goldman Sachs Long Short A Load Waived 1.52 5.31 2.98 --- --- ---
Goldman Sachs Long Short A 1.52 5.31 2.98 --- --- ---
Eaton Vance Hedged Stock A Load Waived 1.43 5.31 2.65 8.11 9.27 5.09
Eaton Vance Hedged Stock A 1.43 5.31 2.65 8.11 9.27 5.09
JPMorgan Opportunistic Equity L/S C 0.67 5.26 0.85 --- --- ---
RiverPark Long/Short Opportunity Instl 1.94 5.25 3.38 4.45 5.44 ---
Henderson International L/S Eq I 2.45 5.24 4.81 --- --- ---
Logan Capital Long/Short Investor 1.79 5.23 1.38 10.46 --- ---
Highland Long/Short Equity Z 0.00 5.22 1.04 7.95 8.99 7.19
Goldman Sachs Long Short R 1.42 5.22 2.89 --- --- ---
RiverPark Long/Short Opportunity Retail 2.05 5.18 3.30 4.28 5.25 ---
LoCorr Long/Short Equity C 0.99 5.17 3.56 3.57 --- ---
Henderson International L/S Eq A LW 2.45 5.14 4.82 --- --- ---
Henderson International L/S Eq A 2.45 5.14 4.82 --- --- ---
Tealeaf Long/Short Deep Value I 0.29 5.12 8.98 13.22 --- ---
Highland Long/Short Equity A LW 0.00 5.12 0.98 7.57 8.63 6.86
Highland Long/Short Equity A 0.00 5.12 0.98 7.57 8.63 6.86
FundX Tactical Upgrader 0.50 5.12 1.52 7.78 5.40 5.64
Alger Dynamic Opportunities C 0.98 5.08 2.56 10.47 9.41 ---
Glenmede Total Market 0.59 5.05 0.32 13.62 22.37 17.15
Ramius Event Driven Equity I 1.13 5.00 2.07 1.70 --- ---
Tealeaf Long/Short Deep Value A LW 0.23 4.99 8.87 7.11 --- ---
Tealeaf Long/Short Deep Value A 0.23 4.99 8.87 7.11 --- ---
Eaton Vance Hedged Stock C 1.32 4.97 2.42 7.23 8.39 4.29
Goldman Sachs Long Short C 1.33 4.93 2.80 --- --- ---
Ramius Event Driven Equity A LW 1.13 4.91 2.08 1.50 --- ---
Ramius Event Driven Equity A 1.13 4.91 2.08 1.50 --- ---
Giralda Manager 1.68 4.88 1.68 13.23 16.06 ---
James Alpha Mlt Strat Alt Inc I 0.19 4.86 1.97 --- --- ---
Highland Long/Short Equity C -0.09 4.77 0.78 6.86 7.90 6.23
James Alpha Mlt Strat Alt Inc A LW 0.19 4.75 1.97 --- --- ---
James Alpha Mlt Strat Alt Inc A 0.19 4.75 1.97 --- --- ---
Henderson International L/S Eq C 2.26 4.73 4.63 --- --- ---
Turner Titan Instl 0.38 4.71 -0.28 9.26 6.39 ---
Deutsche Strategic Equity Lg/Shrt S 1.11 4.70 1.21 0.55 --- ---
Turner Titan Inv 0.38 4.67 -0.38 8.97 6.07 ---
Tealeaf Long/Short Deep Value C 0.23 4.65 8.74 6.35 --- ---
Deutsche Strategic Equity Lg/Shrt Instl 1.01 4.59 1.11 0.65 --- ---
Deutsche Strategic Equity Lg/Shrt A LW 1.11 4.59 1.21 0.45 --- ---
Deutsche Strategic Equity Lg/Shrt A 1.11 4.59 1.21 0.45 --- ---
Dreyfus Select Managers Long/Short Y 0.00 4.51 0.95 4.34 --- ---
Dreyfus Select Managers Long/Short I 0.00 4.51 0.95 4.26 --- ---
Even Keel Explorer Managed Risk I 0.31 4.48 2.14 1.77 --- ---
Neuberger Berman Lng Shrt Multi-Mgr A LW 0.75 4.46 2.57 6.53 --- ---
Neuberger Berman Lng Shrt Multi-Mgr A 0.75 4.46 2.57 6.53 --- ---
James Alpha Mlt Strat Alt Inc C 0.10 4.46 1.78 --- --- ---
Invesco Macro Long/Short R6 0.29 4.46 2.90 2.09 --- ---
Neuberger Berman Lng Shrt Multi-Mgr Inst 0.75 4.45 2.56 6.88 --- ---
Dreyfus Select Managers Long/Short A LW 0.00 4.44 0.95 3.93 --- ---
Dreyfus Select Managers Long/Short A 0.00 4.44 0.95 3.93 --- ---
Turner Titan C 0.30 4.42 -0.49 8.24 5.25 ---
Frost Cinque Large Cap Buy-Write Eq Inst 1.58 4.41 2.06 9.72 --- ---
Even Keel Explorer Managed Risk A LW 0.32 4.37 2.03 1.47 --- ---
Even Keel Explorer Managed Risk A 0.32 4.37 2.03 1.47 --- ---
Invesco Macro Long/Short Y 0.19 4.36 2.80 1.99 --- ---
Invesco Macro Long/Short R5 0.29 4.36 2.90 2.09 --- ---
Catalyst Insider Long/Short I 1.67 4.29 5.29 --- --- ---
Frost Cinque Large Cap Buy-Write Eq Inv 1.50 4.28 1.93 9.42 --- ---
Invesco Macro Long/Short R 0.20 4.26 2.80 1.54 --- ---
Invesco Macro Long/Short A Load Waived 0.19 4.26 2.80 1.76 --- ---
Invesco Macro Long/Short A 0.19 4.26 2.80 1.76 --- ---
Giralda Risk-Managed Growth I 1.57 4.26 1.38 --- --- ---
Deutsche Strategic Equity Lg/Shrt C 0.91 4.20 0.91 -0.35 --- ---
Sterling Capital Long/Short Equity Instl 0.10 4.16 1.88 -2.39 --- ---
Navigator Equity Hedged I -0.31 4.16 1.45 5.08 6.20 ---
Even Keel Opportunities Managed Risk I 0.74 4.13 1.59 9.54 --- ---
Neuberger Berman Lng Shrt Multi-Mgr C 0.66 4.11 2.31 5.66 --- ---
Catalyst Insider Long/Short A LW 1.77 4.10 5.20 -7.72 6.47 ---
Catalyst Insider Long/Short A 1.77 4.10 5.20 -7.72 6.47 ---
Sterling Capital Long/Short Equity A LW 0.10 4.07 1.79 -2.67 --- ---
Sterling Capital Long/Short Equity A 0.10 4.07 1.79 -2.67 --- ---
Navigator Equity Hedged A Load Waived -0.31 4.06 1.46 4.94 5.94 ---
Navigator Equity Hedged A -0.31 4.06 1.46 4.94 5.94 ---
Invesco Macro Long/Short C 0.19 4.05 2.59 0.98 --- ---
Dreyfus Select Managers Long/Short C -0.08 4.05 0.72 3.20 --- ---
Even Keel Opportunities Managed Risk A 0.74 4.02 1.59 9.17 --- ---
Even Keel Opportunities Managed Ris A LW 0.74 4.02 1.59 9.17 --- ---
Neuberger Berman Global Long Short Instl -0.19 3.99 0.38 --- --- ---
Crow Point Defined Risk Global Eq Inc I 0.80 3.92 3.40 1.99 --- ---
Meeder Spectrum 0.00 3.90 0.19 --- --- ---
Glenmede Secured Options 1.30 3.89 3.05 5.12 9.99 ---
Prudential Long-Short Equity A LW 0.27 3.88 0.55 --- --- ---
Prudential Long-Short Equity A 0.27 3.88 0.55 --- --- ---
Prudential Long-Short Equity Z 0.27 3.87 0.55 --- --- ---
Natixis ASG Tactical US Market Y 1.75 3.80 0.74 16.12 --- ---
Bushido Capital Long/Short Investor 1.49 3.80 1.30 -4.04 --- ---
Neuberger Berman Global Long Short A LW -0.29 3.79 0.29 --- --- ---
Neuberger Berman Global Long Short A -0.29 3.79 0.29 --- --- ---
Catalyst Insider Long/Short C 1.61 3.78 5.00 -8.49 5.78 ---
Crow Point Defined Risk Global Eq Inc A 0.80 3.77 3.35 1.71 --- ---
Crow Point Defined Risk Global Eq I A LW 0.80 3.77 3.35 1.71 --- ---
PIMCO RAE Worldwide Long/Short PLUS Inst 0.20 3.76 1.16 --- --- ---
Burnham Financial Long/Short A LW -0.39 3.75 3.61 16.03 21.02 9.25
Burnham Financial Long/Short A -0.39 3.75 3.61 16.03 21.02 9.25
Navigator Equity Hedged C -0.32 3.74 1.29 4.10 5.14 ---
Natixis ASG Tactical US Market A LW 1.84 3.72 0.75 15.90 --- ---
Natixis ASG Tactical US Market A 1.84 3.72 0.75 15.90 --- ---
Hatteras Long / Short Equity Instl -0.81 3.72 1.46 7.66 6.35 ---
Sterling Capital Long/Short Equity C -0.10 3.69 1.50 -3.34 --- ---
Gateway International Y 1.19 3.65 2.63 -2.45 2.33 ---
PIMCO RAE Worldwide Long/Short PLUS P 0.10 3.63 1.03 --- --- ---
M.D. Sass Equity Income Plus Instl 0.87 3.62 1.63 7.99 --- ---
Hatteras Long / Short Equity A LW -0.82 3.55 1.37 7.24 5.91 ---
Hatteras Long / Short Equity A -0.82 3.55 1.37 7.24 5.91 ---
Gateway International A Load Waived 1.19 3.55 2.52 -2.67 2.01 ---
Gateway International A 1.19 3.55 2.52 -2.67 2.01 ---
Boston Partners Long/Short Rsrch Instl 2.33 3.54 2.07 9.06 12.67 ---
Madison Covered Call & Equity Income R6 1.02 3.53 2.17 6.57 --- ---
Prudential Long-Short Equity C 0.18 3.51 0.28 --- --- ---
PIMCO RAE Worldwide Long/Short PLUS D 0.10 3.51 0.92 --- --- ---
Ironclad Managed Risk 1.53 3.50 2.27 5.43 8.09 ---
Neuberger Berman Global Long Short C -0.29 3.49 0.10 --- --- ---
Touchstone Dynamic Equity Instl 0.77 3.47 0.21 3.12 10.17 10.58
RiverNorth Managed Volatility R 0.61 3.46 1.13 4.16 --- ---
PIMCO RAE Worldwide Long/Short PLUS A LW 0.10 3.46 0.87 --- --- ---
PIMCO RAE Worldwide Long/Short PLUS A 0.10 3.46 0.87 --- --- ---
M.D. Sass Equity Income Plus Retail 0.87 3.45 1.55 7.71 --- ---
Boston Partners Long/Short Rsrch Inv 2.29 3.44 1.96 8.79 12.38 ---
PIMCO EqS Long/Short Institutional -0.66 3.42 0.33 3.99 10.12 ---
Touchstone Dynamic Equity Y 0.78 3.41 0.14 3.10 10.11 10.52
Natixis ASG Tactical US Market C 1.77 3.41 0.59 15.05 --- ---
UBS Equity Long-Short Multi-Strategy P -0.62 3.40 1.72 11.82 6.32 ---
Burnham Financial Long/Short C -0.41 3.39 3.39 15.18 20.16 8.47
Balter Long/Short Equity Institutional 0.19 3.38 1.76 5.59 --- ---
Madison Covered Call & Equity Income A 1.04 3.37 2.10 6.12 9.92 9.25
Madison Covered Call & Equity Incom A LW 1.04 3.37 2.10 6.12 9.92 9.25
PIMCO EqS Long/Short P -0.66 3.34 0.25 3.92 10.02 ---
Madison Covered Call & Equity Income Y 0.92 3.33 2.07 6.37 10.17 9.48
Dividend Plus Income Instl 1.11 3.32 1.79 5.36 7.83 ---
Touchstone Dynamic Equity A Load Waived 0.79 3.31 0.07 2.77 9.82 10.25
Touchstone Dynamic Equity A 0.79 3.31 0.07 2.77 9.82 10.25
PIMCO EqS Long/Short D -0.66 3.28 0.25 3.68 9.70 ---
PIMCO EqS Long/Short A Load Waived -0.66 3.28 0.25 3.68 9.70 ---
PIMCO EqS Long/Short A -0.66 3.28 0.25 3.68 9.70 ---
UBS Equity Long-Short Multi-Strategy A -0.63 3.26 1.56 11.55 6.03 ---
UBS Equity Long-Short Multi-Strateg A LW -0.63 3.26 1.56 11.55 6.03 ---
Dividend Plus Income Inv 1.19 3.26 1.74 5.07 7.66 ---
Gateway International C 1.20 3.24 2.33 -3.36 1.28 ---
Gateway Y 1.16 3.22 1.85 5.50 6.49 6.12
PIMCO RAE Worldwide Long/Short PLUS C 0.00 3.21 0.82 --- --- ---
Diamond Hill Long-Short Y 2.21 3.18 2.29 8.36 13.66 ---
Gateway A Load Waived 1.16 3.13 1.78 5.23 6.25 5.86
Gateway A 1.16 3.13 1.78 5.23 6.25 5.86
Diamond Hill Long-Short I 2.21 3.10 2.25 8.19 13.51 10.54
UBS Equity Long-Short Multi-Strategy C -0.65 3.08 1.52 10.76 5.24 ---
Calamos Long/Short I 1.55 3.06 1.37 6.68 --- ---
Diamond Hill Long-Short A Load Waived 2.16 3.02 2.20 7.90 13.21 10.26
Diamond Hill Long-Short A 2.16 3.02 2.20 7.90 13.21 10.26
Madison Covered Call & Equity Income C 0.95 3.01 1.83 5.37 --- ---
Touchstone Dynamic Equity C 0.69 2.99 -0.08 2.03 9.00 9.42
PIMCO EqS Long/Short C -0.76 2.99 0.00 2.85 8.86 ---
Altegris Equity Long Short I -0.54 2.97 0.54 7.64 7.54 ---
Hatteras Disciplined Opportunity Instl 1.06 2.93 1.45 6.56 --- ---
Hatteras Disciplined Opportunity A LW 0.96 2.93 1.45 --- --- ---
Hatteras Disciplined Opportunity A 0.96 2.93 1.45 --- --- ---
Calamos Long/Short R 1.57 2.89 1.29 6.12 --- ---
Altegris Equity Long Short N -0.54 2.89 0.46 7.39 7.29 ---
Altegris Equity Long Short A LW -0.54 2.89 0.46 7.39 7.29 ---
Altegris Equity Long Short A -0.54 2.89 0.46 7.39 7.29 ---
Calamos Long/Short A Load Waived 1.47 2.88 1.37 6.40 --- ---
Calamos Long/Short A 1.47 2.88 1.37 6.40 --- ---
Schwab Hedged Equity 1.62 2.87 1.15 10.74 12.02 8.94
Catalyst Hedged Insider Buying I 5.19 2.86 4.79 --- --- ---
Gateway C 1.07 2.78 1.57 4.42 5.43 5.06
MFS Managed Wealth I 0.79 2.71 1.09 --- --- ---
Diamond Hill Long-Short C 2.08 2.68 1.99 7.07 12.36 9.42
Persimmon Long/Short I 0.00 2.67 2.29 7.13 --- ---
Otter Creek Long/Short Opportunity Instl 1.62 2.64 3.49 1.33 --- ---
Calamos Long/Short C 1.49 2.63 1.11 5.58 --- ---
MFS Managed Wealth R4 0.69 2.61 0.99 --- --- ---
MFS Managed Wealth A Load Waived 0.79 2.61 1.09 --- --- ---
MFS Managed Wealth A 0.79 2.61 1.09 --- --- ---
Persimmon Long/Short A Load Waived 0.00 2.59 2.21 6.88 --- ---
Persimmon Long/Short A 0.00 2.59 2.21 6.88 --- ---
Guggenheim Long Short Equity Fund Instl -0.12 2.59 0.00 9.43 8.96 ---
Catalyst Hedged Insider Buying A LW 5.21 2.59 4.72 -6.91 10.02 ---
Catalyst Hedged Insider Buying A 5.21 2.59 4.72 -6.91 10.02 ---
Otter Creek Long/Short Opportunity Inv 1.63 2.56 3.41 1.06 --- ---
Altegris Equity Long Short C -0.64 2.54 0.28 6.55 --- ---
MFS Managed Wealth R3 0.69 2.51 0.89 --- --- ---
Lyrical US Hedged Value Institutional 0.49 2.51 1.09 --- --- ---
Guggenheim Long Short Equity Fund A LW -0.12 2.50 0.00 9.20 8.70 6.46
Guggenheim Long Short Equity Fund A -0.12 2.50 0.00 9.20 8.70 6.46
Toews Hedged Core L 1.85 2.49 1.41 9.53 14.29 ---
Guggenheim Long Short Equity P -0.12 2.49 -0.06 9.17 8.70 6.47
Van Eck Long/Short Equity Index I 0.88 2.45 0.22 7.31 --- ---
Swan Defined Risk I 0.75 2.44 1.08 6.78 --- ---
MFS Managed Wealth R2 0.69 2.41 0.89 --- --- ---
Lyrical US Hedged Value Investor 0.49 2.41 1.09 --- --- ---
Caldwell & Orkin Market Opportunity 0.09 2.36 1.87 11.94 5.79 4.95
JPMorgan Hedged Equity R6 0.90 2.35 0.34 10.12 --- ---
Van Eck Long/Short Equity Index Y 0.77 2.34 0.22 7.20 --- ---
JPMorgan Hedged Equity R5 0.90 2.33 0.39 10.15 --- ---
MFS Managed Wealth C 0.69 2.32 0.79 --- --- ---
Lazard Fundamental Long/Short Instl -1.96 2.31 0.52 15.63 --- ---
Toews Hedged Core S 0.09 2.30 2.02 3.13 12.16 ---
JPMorgan Hedged Equity Select 0.90 2.29 0.34 9.89 --- ---
Swan Defined Risk A Load Waived 0.75 2.28 1.00 6.43 --- ---
Swan Defined Risk A 0.75 2.28 1.00 6.43 --- ---
Catalyst Hedged Insider Buying C 5.14 2.26 4.53 -7.64 9.35 ---
Van Eck Long/Short Equity Index A LW 0.66 2.23 0.11 6.86 --- ---
Van Eck Long/Short Equity Index A 0.66 2.23 0.11 6.86 --- ---
Lazard Fundamental Long/Short Open -1.88 2.22 0.52 15.43 --- ---
MFS Managed Wealth R1 0.59 2.21 0.79 --- --- ---
MFS Managed Wealth B 0.59 2.21 0.79 --- --- ---
JPMorgan Hedged Equity A Load Waived 0.84 2.18 0.23 9.64 --- ---
JPMorgan Hedged Equity A 0.84 2.18 0.23 9.64 --- ---
Guggenheim Long Short Equity Fund C -0.21 2.18 -0.21 8.37 7.90 5.67
Sirius S&P Strategic Large-Cap Allc -0.19 2.12 -0.38 --- --- ---
AdvisorOne CLS Enhanced Long/Short N 0.38 2.12 0.86 2.07 4.64 4.81
Calamos Hedged Equity Income I 1.49 2.10 1.39 --- --- ---
JHancock Redwood R6 0.72 2.09 0.90 3.46 --- ---
Compass EMP Long/Short Strategies I 0.26 2.09 -0.37 8.31 --- ---
Vivaldi Orinda Hedged Equity I 0.52 2.07 0.61 5.24 4.58 ---
Swan Defined Risk C 0.76 2.04 0.84 5.73 --- ---
ASTON/River Road Long-Short I 0.95 2.01 -0.09 3.22 --- ---
JHancock Redwood I 0.72 2.00 0.90 3.11 --- ---
Guggenheim Risk Managed Real Estt Instl -1.14 2.00 -2.51 19.04 --- ---
Calamos Hedged Equity Income A LW 1.49 2.00 1.29 --- --- ---
Calamos Hedged Equity Income A 1.49 2.00 1.29 --- --- ---
JPMorgan Hedged Equity C 0.84 1.99 0.16 9.08 --- ---
Compass EMP Long/Short Strategies A LW 0.26 1.97 -0.50 8.05 --- ---
Compass EMP Long/Short Strategies A 0.26 1.97 -0.50 8.05 --- ---
AB Long/Short Multi-Manager I 0.29 1.94 0.00 --- --- ---
AB Long/Short Multi-Manager Advisor 0.29 1.94 0.00 --- --- ---
Neuberger Berman Long Short Instl -0.30 1.93 0.69 4.02 8.52 ---
ASTON/River Road Long-Short N 0.87 1.93 -0.17 2.97 8.24 ---
Vivaldi Orinda Hedged Equity A LW 0.44 1.92 0.53 4.88 4.25 ---
Vivaldi Orinda Hedged Equity A 0.44 1.92 0.53 4.88 4.25 ---
JHancock Redwood A Load Waived 0.72 1.92 0.81 2.84 --- ---
JHancock Redwood A 0.72 1.92 0.81 2.84 --- ---
Calamos Hedged Equity Income R 1.39 1.90 1.29 --- --- ---
Guggenheim Risk Managed Real Estt A LW -1.18 1.87 -2.58 18.70 --- ---
Guggenheim Risk Managed Real Estt A -1.18 1.87 -2.58 18.70 --- ---
Compass EMP Long/Short Strategies T 0.18 1.87 -0.52 7.76 --- ---
AB Long/Short Multi-Manager Z 0.29 1.84 0.00 --- --- ---
AB Long/Short Multi-Manager A LW 0.38 1.84 0.00 --- --- ---
AB Long/Short Multi-Manager A 0.38 1.84 0.00 --- --- ---
AB Long/Short Multi-Manager R 0.29 1.75 -0.10 --- --- ---
AB Long/Short Multi-Manager K 0.29 1.75 -0.10 --- --- ---
Compass EMP Long/Short Strategies C 0.27 1.72 -0.62 7.28 --- ---
Neuberger Berman Long Short A LW -0.38 1.71 0.54 3.60 8.15 ---
Neuberger Berman Long Short A -0.38 1.71 0.54 3.60 8.15 ---
Bridgeway Managed Volatility -0.35 1.71 -0.77 3.84 6.96 6.71
Calamos Hedged Equity Income C 1.40 1.70 1.09 --- --- ---
JHancock Redwood C 0.63 1.65 0.63 --- --- ---
Guggenheim Risk Managed Real Estt C -1.22 1.61 -2.74 17.81 --- ---
ASTON/Anchor Capital Enhanced Equity I 1.13 1.61 0.27 6.71 7.56 7.24
MainStay Marketfield R6 -1.31 1.60 1.47 -5.43 --- ---
MainStay Marketfield I -1.26 1.60 1.48 -5.50 3.28 5.40
Even Keel Managed Risk I 1.44 1.57 0.32 7.87 --- ---
MainStay Marketfield P -1.32 1.54 1.41 -5.56 --- ---
Even Keel Managed Risk A Load Waived 1.44 1.52 0.26 7.69 --- ---
Even Keel Managed Risk A 1.44 1.52 0.26 7.69 --- ---
Hancock Horizon Quant Long/Short Instl 0.22 1.50 -0.65 10.11 14.68 12.49
Nuveen Symphony Dynamic Equity I 0.45 1.49 1.08 9.59 --- ---
MainStay Marketfield Investor -1.32 1.49 1.42 -5.75 --- ---
MainStay Marketfield A Load Waived -1.32 1.49 1.36 -5.75 --- ---
MainStay Marketfield A -1.32 1.49 1.36 -5.75 --- ---
ASTON/Anchor Capital Enhanced Equity N 1.03 1.46 0.12 6.34 7.27 6.96
AB Long/Short Multi-Manager C 0.19 1.46 -0.29 --- --- ---
Neuberger Berman Long Short C -0.47 1.43 0.39 2.78 7.33 ---
MainStay Marketfield R2 -1.33 1.43 1.36 -5.88 --- ---
Aberdeen Equity Long-Short Inst 1.53 1.43 0.76 4.87 5.51 4.08
Hancock Horizon Quant Long/Short A LW 0.22 1.42 -0.72 9.85 14.38 12.20
Hancock Horizon Quant Long/Short A 0.22 1.42 -0.72 9.85 14.38 12.20
Gotham Absolute 500 Institutional 2.59 1.42 1.13 --- --- ---
Nuveen Symphony Dynamic Equity A LW 0.40 1.40 1.04 9.31 --- ---
Nuveen Symphony Dynamic Equity A 0.40 1.40 1.04 9.31 --- ---
361 Global Long/Short Equity Y 1.39 1.39 1.29 --- --- ---
361 Global Long/Short Equity I 1.49 1.39 1.39 --- --- ---
Aberdeen Equity Long-Short A LW 1.57 1.37 0.68 4.55 5.17 3.78
Aberdeen Equity Long-Short A 1.57 1.37 0.68 4.55 5.17 3.78
AllianzGI US Equity-Hedged Instl 1.11 1.35 0.81 7.75 --- ---
Aberdeen Equity Long-Short I/S 1.55 1.35 0.77 4.56 5.25 3.85
LS Theta Institutional 1.02 1.33 1.12 -0.33 --- ---
361 Global Long/Short Equity Investor 1.39 1.29 1.29 --- --- ---
AllianzGI US Equity-Hedged P 1.10 1.28 0.75 7.64 --- ---
AllianzGI US Equity-Hedged D 1.12 1.24 0.76 7.48 --- ---
Aberdeen Equity Long-Short R 1.55 1.24 0.62 4.09 4.70 3.40
LS Theta Investor 1.02 1.23 1.13 -0.53 --- ---
AllianzGI US Equity-Hedged A LW 1.11 1.23 0.70 7.50 --- ---
AllianzGI US Equity-Hedged A 1.11 1.23 0.70 7.50 --- ---
MainStay Marketfield C -1.35 1.20 1.20 -6.46 --- ---
Hancock Horizon Quant Long/Short C 0.18 1.14 -0.88 8.99 13.54 11.38
Thomas Crown Global Long/Short Eq Instl -0.69 1.10 -0.79 --- --- ---
Aberdeen Equity Long-Short C 1.58 1.10 0.63 3.85 4.49 3.07
AB Select US Long/Short I 0.42 1.10 -1.24 4.65 --- ---
Nuveen Symphony Dynamic Equity C 0.36 1.09 0.86 8.51 --- ---
AB Select US Long/Short K 0.51 1.02 -1.24 4.41 --- ---
AB Select US Long/Short Advisor 0.42 1.01 -1.24 4.56 --- ---
Larkin Point Equity Preservation I 0.19 0.97 -0.19 4.40 --- ---
AllianzGI US Equity-Hedged C 1.08 0.95 0.59 6.74 --- ---
Nuveen Equity Long/Short I 1.56 0.94 0.06 10.89 14.75 12.04
AB Select US Long/Short A Load Waived 0.42 0.93 -1.33 4.32 --- ---
AB Select US Long/Short A 0.42 0.93 -1.33 4.32 --- ---
AB Select US Long/Short R 0.42 0.85 -1.33 4.08 --- ---
Nuveen Equity Long/Short A Load Waived 1.53 0.83 0.00 10.59 14.45 11.77
Nuveen Equity Long/Short A 1.53 0.83 0.00 10.59 14.45 11.77
CBRE Clarion Long/Short Instl -0.27 0.81 -2.09 7.16 4.83 ---
Larkin Point Equity Preservation A LW 0.19 0.78 -0.29 4.11 --- ---
Larkin Point Equity Preservation A 0.19 0.78 -0.29 4.11 --- ---
Dreyfus Research Long/Short Equity Y -0.08 0.70 -0.23 1.58 --- ---
Dreyfus Research Long/Short Equity I -0.08 0.70 -0.23 1.58 --- ---
AB Select US Long/Short C 0.34 0.69 -1.52 3.50 --- ---
Dreyfus Research Long/Short Equity A LW -0.08 0.63 -0.31 1.34 --- ---
Dreyfus Research Long/Short Equity A -0.08 0.63 -0.31 1.34 --- ---
CBRE Clarion Long/Short Inv -0.35 0.63 -2.18 6.85 4.58 ---
Glenmede Long/Short 0.64 0.57 -1.18 4.31 8.01 6.69
Nuveen Equity Long/Short C 1.49 0.56 -0.19 9.77 13.59 10.92
Forward Tactical Growth Inst -0.11 0.46 -0.34 3.94 6.28 3.94
Forward Tactical Growth Advisor -0.11 0.42 -0.34 3.90 6.24 3.92
Dreyfus Research Long/Short Equity C -0.16 0.32 -0.47 0.56 --- ---
Forward Tactical Growth Investor -0.12 0.31 -0.43 3.61 5.91 3.57
Forward Tactical Growth A Load Waived -0.16 0.24 -0.47 3.40 5.75 3.42
Forward Tactical Growth A -0.16 0.24 -0.47 3.40 5.75 3.42
Wasatch Long/Short Investor 0.07 0.13 -2.04 -3.15 8.33 7.65
Wasatch Long/Short Institutional 0.07 0.13 -2.03 -3.03 --- ---
Forward Tactical Growth C -0.20 0.08 -0.56 2.98 5.27 2.96
Snow Capital Hedged Equity I 1.41 0.00 0.86 8.14 --- ---
Snow Capital Hedged Equity A LW 1.41 -0.05 0.81 7.83 --- ---
Snow Capital Hedged Equity A 1.41 -0.05 0.81 7.83 --- ---
Boston Partners Long/Short Equity Instl 4.62 -0.10 3.52 -5.18 6.38 9.76
Guggenheim Alpha Opportunity Instl 0.30 -0.15 -0.89 6.08 17.68 17.57
Boston Partners Long/Short Equity Inv 4.60 -0.22 3.43 -5.41 6.13 9.49
Guggenheim Alpha Opportunity A LW 0.26 -0.26 -0.99 5.81 17.36 17.13
Guggenheim Alpha Opportunity A 0.26 -0.26 -0.99 5.81 17.36 17.13
Virtus Dynamic Trend R6 0.00 -0.27 1.86 --- --- ---
Virtus Dynamic Trend I 0.09 -0.27 1.86 -3.73 12.11 4.63
Virtus Dynamic Trend A Load Waived 0.09 -0.28 1.79 -3.94 11.85 4.35
Virtus Dynamic Trend A 0.09 -0.28 1.79 -3.94 11.85 4.35
Guggenheim Alpha Opportunity C 0.23 -0.52 -1.16 5.01 16.48 16.24
Virtus Dynamic Trend B 0.00 -0.61 1.66 -4.62 11.04 3.54
Philadelphia Invmt Ptnrs New Generation -0.23 -0.61 -0.31 -4.77 4.15 ---
Keeley Alternative Value I -0.31 -0.62 -1.13 -5.16 7.90 5.65
Virtus Dynamic Trend C -0.10 -0.71 1.56 -4.74 11.00 3.55
Keeley Alternative Value A Load Waived -0.31 -0.73 -1.14 -5.32 7.63 5.43
Keeley Alternative Value A -0.31 -0.73 -1.14 -5.32 7.63 5.43
James Long-Short -2.06 -0.86 -3.22 1.92 11.43 ---
JPMorgan Research Equity Long/Short R5 0.23 -0.87 -0.52 3.38 7.07 ---
Pzena Long/Short Value Investor 2.40 -0.95 0.75 -0.66 --- ---
Pzena Long/Short Value Instl 2.28 -0.95 0.75 -0.36 --- ---
JPMorgan Research Equity Long/Short Sel 0.24 -0.99 -0.53 3.17 6.85 ---
JPMorgan Research Equity Long/Short A LW 0.24 -1.07 -0.59 2.96 6.60 ---
JPMorgan Research Equity Long/Short A 0.24 -1.07 -0.59 2.96 6.60 ---
JPMorgan Research Equity Long/Short C 0.18 -1.21 -0.73 2.40 6.06 ---
LS Opportunity -1.24 -1.24 -0.78 3.57 9.36 ---
Forester Value I -0.31 -1.77 -1.32 1.48 2.03 2.56
Forester Value N -0.32 -1.82 -1.35 1.29 1.85 2.29
Forester Value R -0.39 -2.00 -1.47 0.92 1.73 ---
Gotham Absolute Return Institutional -0.58 -2.16 -2.44 2.36 --- ---
Whitebox Tactical Opportunities Instl 1.03 -2.24 -0.08 -7.92 6.14 ---
Probabilities I -1.31 -2.40 -2.31 3.96 --- ---
Probabilities A Load Waived -1.31 -2.41 -2.31 3.77 --- ---
Probabilities A -1.31 -2.41 -2.31 3.77 --- ---
Whitebox Tactical Opportunities Investor 0.95 -2.43 -0.26 -8.37 5.76 ---
Schooner I 0.00 -2.62 -2.50 -2.75 --- ---
Invesco Long/Short Equity Y 2.13 -2.65 -0.27 -0.96 --- ---
Invesco Long/Short Equity R6 2.23 -2.65 -0.18 -0.96 --- ---
Invesco Long/Short Equity R5 2.23 -2.65 -0.18 -0.96 --- ---
Schooner A Load Waived 0.00 -2.67 -2.55 -2.96 3.82 5.40
Schooner A 0.00 -2.67 -2.55 -2.96 3.82 5.40
Probabilities C -1.42 -2.70 -2.52 3.00 --- ---
Invesco Long/Short Equity A Load Waived 2.14 -2.75 -0.27 -1.14 --- ---
Invesco Long/Short Equity A 2.14 -2.75 -0.27 -1.14 --- ---
Invesco Long/Short Equity R 2.15 -2.84 -0.36 -1.42 --- ---
Toews Hedged Core Frontier -0.74 -2.89 -3.17 -1.75 -2.00 -7.03
Forward Tactical Enhanced Instl 1.60 -2.97 -1.01 -5.07 1.41 ---
Invesco Long/Short Equity C 2.07 -3.04 -0.46 -1.96 --- ---
Forward Tactical Enhanced Inv 1.58 -3.09 -1.11 -5.40 1.05 ---
Forward Tactical Enhanced Advisor 1.56 -3.10 -1.14 -5.27 1.35 ---
Forward Tactical Enhanced A Load Waived 1.54 -3.15 -1.16 -5.54 0.89 ---
Forward Tactical Enhanced A 1.54 -3.15 -1.16 -5.54 0.89 ---
CMG Tactical Futures Strategy I 0.91 -3.23 -4.65 -7.80 -3.01 ---
Forward Tactical Enhanced C 1.48 -3.33 -1.26 -5.97 0.44 ---
CMG Tactical Futures Strategy A LW 0.92 -3.38 -4.81 -8.20 -3.31 ---
CMG Tactical Futures Strategy A 0.92 -3.38 -4.81 -8.20 -3.31 ---
KKM US Equity ARMOR I -0.20 -3.65 -3.27 --- --- ---
KKM US Equity ARMOR A Load Waived -0.20 -3.75 -3.37 --- --- ---
KKM US Equity ARMOR A -0.20 -3.75 -3.37 --- --- ---
Salient Broadmark Tactical Plus F 0.00 -3.96 -1.30 3.49 --- ---
Stone Toro Long Short I 1.00 -4.03 -2.05 -8.94 --- ---
Stone Toro Long Short A Load Waived 0.89 -4.13 -2.16 --- --- ---
Stone Toro Long Short A 0.89 -4.13 -2.16 --- --- ---
Salient Broadmark Tactical Plus I -0.18 -4.22 -1.56 --- --- ---
Salient Broadmark Tactical Plus A LW -0.18 -4.22 -1.56 --- --- ---
Salient Broadmark Tactical Plus A -0.18 -4.22 -1.56 --- --- ---
Stone Toro Long Short C 0.90 -4.36 -2.28 --- --- ---
Salient Broadmark Tactical Plus C -0.18 -4.55 -1.74 --- --- ---
M.D. Sass Equity Income Plus C 0.80 --- --- --- --- ---
Guggenheim Risk Managed Real Estt P --- --- --- --- --- ---
Guggenheim Alpha Opportunity P --- --- --- --- --- ---
Corrections Site Map Help Advertising Opportunities Licensing Opportunities Glossary Store RSS feed
© Copyright 2015 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Content Partnersblack arrow