Welcome! Please Log In
Search
Data through 4/24/2015. 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 0.58 2.36 2.54 4.67 7.18 6.08
Highland Long/Short Healthcare Z -0.06 9.76 7.63 11.79 14.22 11.91
Highland Long/Short Healthcare A LW -0.18 9.60 7.49 11.31 13.79 11.53
Highland Long/Short Healthcare A -0.18 9.60 7.49 11.31 13.79 11.53
Highland Long/Short Healthcare C -0.19 9.39 7.35 10.64 13.08 10.88
Toews Hedged Core W 2.26 8.37 8.37 1.68 5.77 ---
LJM Preservation and Growth I 1.00 8.10 5.41 5.74 --- ---
LJM Preservation and Growth A LW 1.00 7.92 5.33 5.44 --- ---
LJM Preservation and Growth A 1.00 7.92 5.33 5.44 --- ---
Hartford Long/Short Global Equity I 1.34 7.76 6.02 --- --- ---
Hartford Long/Short Global Equity Y 1.25 7.65 6.02 --- --- ---
Hartford Long/Short Global Equity A LW 1.25 7.55 5.93 --- --- ---
Hartford Long/Short Global Equity A 1.25 7.55 5.93 --- --- ---
Hartford Long/Short Global Equity C 1.16 7.37 5.75 --- --- ---
JHancock Seaport I 1.02 7.05 5.50 9.95 --- ---
JHancock Seaport R6 1.01 7.02 5.48 10.14 --- ---
JHancock Seaport A Load Waived 1.02 6.97 5.42 9.56 --- ---
JHancock Seaport A 1.02 6.97 5.42 9.56 --- ---
JHancock Seaport C 0.93 6.69 5.24 --- --- ---
Barrow All-Cap Long/Short Institutional 1.82 6.29 3.70 4.61 --- ---
Barrow All-Cap Long/Short Investor 1.82 6.20 3.71 4.52 --- ---
JPMorgan Opportunistic Equity L/S R6 0.24 5.82 3.59 --- --- ---
RiverPark/Gargoyle Hedged Value Instl 2.54 5.77 7.46 5.37 --- ---
JPMorgan Opportunistic Equity L/S R5 0.24 5.75 3.53 --- --- ---
AmericaFirst Defensive Growth I 0.32 5.73 4.93 13.39 14.99 ---
JPMorgan Opportunistic Equity L/S Select 0.24 5.69 3.47 --- --- ---
RiverPark/Gargoyle Hedged Value Retail 2.47 5.63 7.40 5.08 --- ---
JPMorgan Opportunistic Equity L/S A LW 0.18 5.57 3.41 --- --- ---
JPMorgan Opportunistic Equity L/S A 0.18 5.57 3.41 --- --- ---
JPMorgan Opportunistic Equity L/S R2 0.12 5.51 3.35 --- --- ---
AmericaFirst Defensive Growth A LW 0.41 5.49 4.76 11.78 13.99 ---
AmericaFirst Defensive Growth A 0.41 5.49 4.76 11.78 13.99 ---
Highland Long/Short Equity Z -0.16 5.47 3.33 8.48 8.66 6.33
James Alpha Mlt Strat Alt Inc I 2.36 5.46 5.25 --- --- ---
Even Keel Explorer Managed Risk I 4.78 5.46 3.21 5.53 --- ---
JPMorgan Opportunistic Equity L/S C 0.18 5.45 3.29 --- --- ---
Highland Long/Short Equity A LW -0.16 5.38 3.18 8.10 8.30 6.00
Highland Long/Short Equity A -0.16 5.38 3.18 8.10 8.30 6.00
Newmark Risk-Managed Opportunistic 2.41 5.37 8.05 19.72 -0.28 -8.23
James Alpha Mlt Strat Alt Inc A LW 2.36 5.36 5.15 --- --- ---
James Alpha Mlt Strat Alt Inc A 2.36 5.36 5.15 --- --- ---
Even Keel Explorer Managed Risk A LW 4.78 5.36 3.10 5.21 --- ---
Even Keel Explorer Managed Risk A 4.78 5.36 3.10 5.21 --- ---
AmericaFirst Defensive Growth U 0.34 5.35 4.69 11.30 13.43 ---
James Alpha Mlt Strat Alt Inc C 2.27 5.17 5.06 --- --- ---
Highland Long/Short Equity C -0.17 5.13 3.09 7.42 7.59 5.36
LoCorr Long/Short Equity I 1.18 5.09 8.05 -0.27 --- ---
FundX Tactical Upgrader 0.73 5.07 4.05 6.75 4.31 5.13
Even Keel Traveler Managed Risk I 1.68 5.07 4.72 -1.25 --- ---
LoCorr Long/Short Equity A Load Waived 1.18 5.01 7.98 -0.46 --- ---
LoCorr Long/Short Equity A 1.18 5.01 7.98 -0.46 --- ---
Tealeaf Long/Short Deep Value I 1.60 4.97 7.56 3.41 --- ---
Even Keel Traveler Managed Risk A LW 1.61 4.97 4.62 -1.50 --- ---
Even Keel Traveler Managed Risk A 1.61 4.97 4.62 -1.50 --- ---
Tealeaf Long/Short Deep Value A LW 1.61 4.91 7.46 -2.14 --- ---
Tealeaf Long/Short Deep Value A 1.61 4.91 7.46 -2.14 --- ---
PIMCO EqS Long/Short P 0.58 4.89 4.17 4.13 --- ---
PIMCO EqS Long/Short Institutional 0.49 4.87 4.16 4.12 9.58 ---
Navigator Equity Hedged I 0.92 4.80 2.82 5.72 5.24 ---
Glenmede Total Market -0.49 4.80 4.26 12.59 19.33 14.27
LoCorr Long/Short Equity C 1.10 4.76 7.88 -1.25 --- ---
PIMCO EqS Long/Short A Load Waived 0.50 4.75 4.03 3.72 --- ---
PIMCO EqS Long/Short A 0.50 4.75 4.03 3.72 --- ---
PIMCO EqS Long/Short D 0.50 4.74 4.02 3.72 --- ---
Invesco Macro Long/Short Y 1.98 4.67 4.98 3.20 --- ---
Invesco Macro Long/Short R6 1.98 4.67 4.98 3.20 --- ---
Invesco Macro Long/Short R5 2.08 4.66 5.09 3.30 --- ---
Ramius Event Driven Equity A LW 1.87 4.59 4.93 -0.50 --- ---
Ramius Event Driven Equity A 1.87 4.59 4.93 -0.50 --- ---
Navigator Equity Hedged A Load Waived 0.82 4.59 2.62 5.37 4.98 ---
Navigator Equity Hedged A 0.82 4.59 2.62 5.37 4.98 ---
Tealeaf Long/Short Deep Value C 1.56 4.57 7.23 -2.90 --- ---
Ramius Event Driven Equity I 1.76 4.57 4.91 -0.30 --- ---
PIMCO EqS Long/Short C 0.42 4.57 3.93 2.99 --- ---
Invesco Macro Long/Short R 1.98 4.57 4.89 2.74 --- ---
Invesco Macro Long/Short A Load Waived 1.98 4.56 4.99 2.97 --- ---
Invesco Macro Long/Short A 1.98 4.56 4.99 2.97 --- ---
Boston Partners Global Long/Short Instl 2.02 4.54 4.02 6.75 --- ---
Lazard Fundamental Long/Short Instl 0.68 4.53 4.90 --- --- ---
Meeder Spectrum 0.29 4.50 3.47 --- --- ---
Lazard Fundamental Long/Short Open 0.77 4.44 4.91 --- --- ---
Eaton Vance Hedged Stock I 0.71 4.44 3.80 8.25 8.57 4.45
Boston Partners Global Long/Short Inv 1.93 4.44 3.93 6.55 --- ---
Turner Titan Instl -1.12 4.42 1.82 9.35 5.70 ---
Navigator Equity Hedged C 0.85 4.40 2.48 4.65 4.22 ---
Turner Titan Inv -1.13 4.37 1.64 8.96 5.39 ---
Alger Dynamic Opportunities Z 0.23 4.37 4.53 10.91 9.59 ---
Invesco Macro Long/Short C 1.88 4.35 4.67 2.08 --- ---
Alger Dynamic Opportunities A LW 0.24 4.33 4.50 10.59 9.30 6.34
Alger Dynamic Opportunities A 0.24 4.33 4.50 10.59 9.30 6.34
Eaton Vance Hedged Stock A Load Waived 0.72 4.32 3.68 7.98 8.29 4.19
Eaton Vance Hedged Stock A 0.72 4.32 3.68 7.98 8.29 4.19
Neuberger Berman Global Long Short Instl -1.04 4.29 2.55 --- --- ---
PIMCO RAE Worldwide Long/Short PLUS Inst 1.61 4.28 1.36 --- --- ---
Deutsche Strategic Equity Lg/Shrt S 0.91 4.28 5.61 --- --- ---
Dreyfus Select Managers Long/Short I 0.00 4.27 2.50 3.33 --- ---
Dreyfus Select Managers Long/Short Y 0.08 4.26 2.58 3.41 --- ---
PIMCO RAE Worldwide Long/Short PLUS P 1.71 4.25 1.33 --- --- ---
Hatteras Long / Short Equity Instl 0.72 4.25 3.92 6.97 5.77 ---
RiverPark Long/Short Opportunity Instl 3.41 4.20 5.21 0.74 3.86 ---
Neuberger Berman Global Long Short A LW -1.04 4.19 2.55 --- --- ---
Neuberger Berman Global Long Short A -1.04 4.19 2.55 --- --- ---
Dreyfus Select Managers Long/Short A LW 0.00 4.19 2.43 3.01 --- ---
Dreyfus Select Managers Long/Short A 0.00 4.19 2.43 3.01 --- ---
Deutsche Strategic Equity Lg/Shrt Instl 0.91 4.17 5.60 --- --- ---
Sterling Capital Long/Short Equity Instl 2.70 4.16 5.33 -2.39 --- ---
UBS Equity Long-Short Multi-Strategy P 0.98 4.14 2.82 12.95 6.57 ---
RiverPark Long/Short Opportunity Retail 3.33 4.13 5.14 0.56 3.67 ---
PIMCO RAE Worldwide Long/Short PLUS D 1.61 4.13 1.31 --- --- ---
Turner Titan C -1.17 4.12 1.50 8.22 4.57 ---
Eaton Vance Hedged Stock C 0.60 4.10 3.46 7.08 7.48 3.43
Hatteras Long / Short Equity A LW 0.73 4.09 3.86 6.54 5.29 ---
Hatteras Long / Short Equity A 0.73 4.09 3.86 6.54 5.29 ---
PIMCO RAE Worldwide Long/Short PLUS A LW 1.61 4.08 1.27 --- --- ---
PIMCO RAE Worldwide Long/Short PLUS A 1.61 4.08 1.27 --- --- ---
Sterling Capital Long/Short Equity A LW 2.61 4.07 5.25 -2.67 --- ---
Sterling Capital Long/Short Equity A 2.61 4.07 5.25 -2.67 --- ---
Deutsche Strategic Equity Lg/Shrt A LW 0.81 4.07 5.50 --- --- ---
Deutsche Strategic Equity Lg/Shrt A 0.81 4.07 5.50 --- --- ---
Prudential Long-Short Equity Z -0.09 4.06 2.32 --- --- ---
Giralda Manager 1.76 4.06 4.37 13.16 14.13 ---
Alger Dynamic Opportunities C 0.08 4.06 4.24 9.77 8.49 ---
UBS Equity Long-Short Multi-Strategy A 0.90 4.00 2.76 12.58 6.29 ---
UBS Equity Long-Short Multi-Strateg A LW 0.90 4.00 2.76 12.58 6.29 ---
Catalyst Absolute Total Return A LW 2.73 4.00 3.68 --- --- ---
Catalyst Absolute Total Return A 2.73 4.00 3.68 --- --- ---
Prudential Long-Short Equity A LW -0.18 3.97 2.14 --- --- ---
Prudential Long-Short Equity A -0.18 3.97 2.14 --- --- ---
PIMCO RAE Worldwide Long/Short PLUS C 1.61 3.93 1.12 --- --- ---
Guggenheim Risk Managed Real Estt Instl -3.24 3.90 -2.61 24.42 --- ---
Neuberger Berman Global Long Short C -1.14 3.89 2.36 --- --- ---
Catalyst Absolute Total Return I 2.53 3.89 3.47 --- --- ---
Burnham Financial Long/Short A LW 0.06 3.89 6.68 13.10 18.17 6.61
Burnham Financial Long/Short A 0.06 3.89 6.68 13.10 18.17 6.61
Dreyfus Select Managers Long/Short C -0.08 3.88 2.20 2.28 --- ---
Deutsche Strategic Equity Lg/Shrt C 0.81 3.88 5.43 --- --- ---
Neuberger Berman Lng Shrt Multi-Mgr Inst 1.23 3.87 4.37 5.35 --- ---
AQR Long-Short Equity N -1.49 3.87 1.17 17.03 --- ---
AQR Long-Short Equity R6 -1.57 3.86 1.16 --- --- ---
AQR Long-Short Equity I -1.48 3.86 1.16 17.39 --- ---
UBS Equity Long-Short Multi-Strategy C 0.84 3.85 2.57 11.81 5.50 ---
Crow Point Defined Risk Global Eq Inc I 2.85 3.82 4.24 1.99 --- ---
Guggenheim Risk Managed Real Estt A LW -3.28 3.81 -2.68 24.06 --- ---
Guggenheim Risk Managed Real Estt A -3.28 3.81 -2.68 24.06 --- ---
Even Keel Opportunities Managed Risk I 0.74 3.80 4.48 8.77 --- ---
Sterling Capital Long/Short Equity C 2.53 3.79 5.08 -3.43 --- ---
Neuberger Berman Lng Shrt Multi-Mgr A LW 1.13 3.78 4.29 5.01 --- ---
Neuberger Berman Lng Shrt Multi-Mgr A 1.13 3.78 4.29 5.01 --- ---
Catalyst Absolute Total Return C 2.63 3.78 3.47 --- --- ---
Henderson International L/S Eq I 0.49 3.73 4.78 --- --- ---
Breithorn Long/Short I 0.00 3.72 4.99 --- --- ---
Prudential Long-Short Equity C -0.18 3.70 1.96 --- --- ---
Even Keel Opportunities Managed Risk A 0.74 3.70 4.38 8.39 --- ---
Even Keel Opportunities Managed Ris A LW 0.74 3.70 4.38 8.39 --- ---
Crow Point Defined Risk Global Eq Inc A 2.88 3.67 4.20 1.71 --- ---
Crow Point Defined Risk Global Eq I A LW 2.88 3.67 4.20 1.71 --- ---
Henderson International L/S Eq A LW 0.49 3.63 4.68 --- --- ---
Henderson International L/S Eq A 0.49 3.63 4.68 --- --- ---
Goldman Sachs Long Short Institutional -0.57 3.63 2.83 --- --- ---
Burnham Financial Long/Short C 0.07 3.60 6.45 12.30 17.36 5.87
Guggenheim Risk Managed Real Estt C -3.35 3.56 -2.87 23.05 --- ---
Goldman Sachs Long Short IR -0.66 3.54 2.83 --- --- ---
Altegris Equity Long Short I -0.71 3.53 3.91 8.02 --- ---
Neuberger Berman Lng Shrt Multi-Mgr C 1.05 3.52 4.03 4.14 --- ---
Catalyst Insider Long/Short I 5.23 3.52 5.02 --- --- ---
Giralda Risk-Managed Growth I 1.58 3.50 4.00 --- --- ---
Frost Cinque Large Cap Buy-Write Eq Inst 0.93 3.49 3.89 10.34 --- ---
Balter Long/Short Equity Institutional 1.07 3.48 4.21 5.05 --- ---
Logan Capital Long/Short Investor -0.16 3.46 4.43 9.08 --- ---
Altegris Equity Long Short N -0.72 3.45 3.94 7.77 --- ---
Altegris Equity Long Short A LW -0.72 3.45 3.84 7.77 --- ---
Altegris Equity Long Short A -0.72 3.45 3.84 7.77 --- ---
Goldman Sachs Long Short R -0.66 3.44 2.64 --- --- ---
Goldman Sachs Long Short A Load Waived -0.66 3.44 2.63 --- --- ---
Goldman Sachs Long Short A -0.66 3.44 2.63 --- --- ---
Frost Cinque Large Cap Buy-Write Eq Inv 0.87 3.35 3.75 9.95 --- ---
Catalyst Insider Long/Short A LW 5.24 3.34 4.94 2.83 --- ---
Catalyst Insider Long/Short A 5.24 3.34 4.94 2.83 --- ---
Henderson International L/S Eq C 0.39 3.32 4.48 --- --- ---
RiverNorth Managed Volatility R 1.34 3.25 3.25 3.65 --- ---
Goldman Sachs Long Short C -0.66 3.25 2.54 --- --- ---
Altegris Equity Long Short C -0.82 3.20 3.69 6.93 --- ---
Touchstone Dynamic Equity Y 0.42 3.19 2.45 5.37 9.49 8.82
Touchstone Dynamic Equity Instl 0.42 3.18 2.37 5.32 9.52 8.84
M.D. Sass Equity Income Plus Instl 0.93 3.17 3.45 9.00 --- ---
MainStay Marketfield P 3.27 3.14 4.88 -6.89 --- ---
MainStay Marketfield I 3.20 3.14 4.88 -6.89 4.40 4.44
MainStay Marketfield R6 3.20 3.13 4.88 -6.83 --- ---
Catalyst Insider Long/Short C 5.14 3.10 4.73 2.10 --- ---
Touchstone Dynamic Equity A Load Waived 0.43 3.09 2.34 5.00 9.20 8.54
Touchstone Dynamic Equity A 0.43 3.09 2.34 5.00 9.20 8.54
Gateway International Y 1.19 3.09 3.32 -2.09 0.64 ---
Glenmede Secured Options 1.76 3.08 3.16 5.03 8.55 ---
Bushido Capital Long/Short Investor 2.46 3.04 3.93 -4.17 --- ---
Natixis ASG Tactical US Market Y 0.91 3.03 3.47 16.21 --- ---
MainStay Marketfield Investor 3.22 3.03 4.78 -7.14 --- ---
MainStay Marketfield A Load Waived 3.16 3.03 4.78 -7.14 --- ---
MainStay Marketfield A 3.16 3.03 4.78 -7.14 --- ---
Gateway International A Load Waived 1.09 2.99 3.22 -2.40 0.29 ---
Gateway International A 1.09 2.99 3.22 -2.40 0.29 ---
MainStay Marketfield R2 3.17 2.98 4.73 -7.27 --- ---
Persimmon Long/Short I 0.81 2.94 4.09 6.63 --- ---
M.D. Sass Equity Income Plus Retail 0.76 2.91 3.28 8.63 --- ---
Guggenheim Long Short Equity Fund Instl -0.97 2.91 0.80 7.60 7.72 ---
Madison Covered Call & Equity Income R6 2.27 2.90 2.90 6.76 --- ---
Persimmon Long/Short A Load Waived 0.82 2.87 4.02 6.37 --- ---
Persimmon Long/Short A 0.82 2.87 4.02 6.37 --- ---
Natixis ASG Tactical US Market A LW 0.83 2.87 3.39 15.79 --- ---
Natixis ASG Tactical US Market A 0.83 2.87 3.39 15.79 --- ---
Madison Covered Call & Equity Income A 2.31 2.84 2.84 6.43 8.23 7.57
Madison Covered Call & Equity Incom A LW 2.31 2.84 2.84 6.43 8.23 7.57
Touchstone Dynamic Equity C 0.31 2.83 2.11 4.23 8.38 7.71
MainStay Marketfield C 3.16 2.83 4.61 -7.84 --- ---
Guggenheim Long Short Equity Fund A LW -0.99 2.82 0.75 7.42 7.48 3.32
Guggenheim Long Short Equity Fund A -0.99 2.82 0.75 7.42 7.48 3.32
Guggenheim Long Short Equity H -0.98 2.81 0.69 7.40 7.46 3.31
Madison Covered Call & Equity Income Y 2.28 2.80 2.91 6.57 8.48 7.81
Neuberger Berman Long Short Instl 0.98 2.78 3.33 5.47 8.85 ---
Gateway International C 1.10 2.68 3.03 -3.09 -0.40 ---
Neuberger Berman Long Short A LW 0.92 2.64 3.28 5.05 8.47 ---
Neuberger Berman Long Short A 0.92 2.64 3.28 5.05 8.47 ---
Natixis ASG Tactical US Market C 0.84 2.64 3.26 15.02 --- ---
Caldwell & Orkin Market Opportunity -1.39 2.58 0.64 12.82 6.32 4.15
Guggenheim Long Short Equity Fund C -1.09 2.54 0.55 6.59 6.66 2.54
Toews Hedged Core S 0.09 2.49 4.90 3.22 11.75 ---
Madison Covered Call & Equity Income C 2.15 2.47 2.58 5.46 --- ---
ASTON/River Road Long-Short I 1.47 2.45 2.63 4.20 --- ---
Gateway Y 1.11 2.44 2.20 5.42 5.61 5.05
Ironclad Managed Risk 0.82 2.39 1.83 4.76 7.44 ---
Neuberger Berman Long Short C 0.86 2.38 3.03 4.25 7.63 ---
Gateway A Load Waived 1.12 2.38 2.14 5.19 5.37 4.80
Gateway A 1.12 2.38 2.14 5.19 5.37 4.80
Dividend Plus Income Instl 0.86 2.38 2.28 5.15 6.66 ---
ASTON/River Road Long-Short N 1.39 2.37 2.56 3.95 7.63 ---
Hatteras Disciplined Opportunity Instl 0.77 2.35 1.95 6.48 --- ---
Hatteras Disciplined Opportunity A LW 0.77 2.35 1.95 --- --- ---
Hatteras Disciplined Opportunity A 0.77 2.35 1.95 --- --- ---
Dividend Plus Income Inv 0.92 2.33 2.23 4.87 6.46 ---
CBRE Clarion Long/Short Instl -1.38 2.33 -1.30 10.78 4.40 ---
Calamos Long/Short I 1.10 2.32 3.67 3.55 --- ---
Sirius S&P Strategic Large-Cap Allc -0.09 2.31 2.71 --- --- ---
Swan Defined Risk I 1.51 2.27 2.19 6.70 --- ---
Bridgeway Managed Volatility 0.21 2.21 1.92 5.04 6.65 5.66
Thomas Crown Global Long/Short Eq Instl -0.10 2.20 2.40 --- --- ---
CBRE Clarion Long/Short Inv -1.47 2.15 -1.38 10.47 4.15 ---
Calamos Long/Short A Load Waived 1.10 2.14 3.58 3.28 --- ---
Calamos Long/Short A 1.10 2.14 3.58 3.28 --- ---
AdvisorOne CLS Enhanced Long/Short N 1.05 2.12 2.12 2.28 4.12 3.72
Swan Defined Risk A Load Waived 1.51 2.11 2.11 6.35 --- ---
Swan Defined Risk A 1.51 2.11 2.11 6.35 --- ---
MFS Managed Wealth R4 0.10 2.11 2.00 --- --- ---
MFS Managed Wealth R3 0.10 2.11 2.11 --- --- ---
MFS Managed Wealth I 0.10 2.11 2.00 --- --- ---
Gateway C 1.04 2.10 1.93 4.37 4.56 4.01
Calamos Long/Short R 1.02 2.05 3.50 2.91 --- ---
Toews Hedged Core L 1.59 2.04 3.98 8.96 13.49 ---
MFS Managed Wealth R2 0.10 2.01 2.01 --- --- ---
MFS Managed Wealth A Load Waived 0.00 2.00 2.00 --- --- ---
MFS Managed Wealth A 0.00 2.00 2.00 --- --- ---
Van Eck Long/Short Equity Index I 0.11 1.89 3.04 5.89 --- ---
Hancock Horizon Quant Long/Short Instl -0.97 1.89 0.49 10.92 12.42 9.81
Calamos Long/Short C 0.93 1.88 3.34 2.45 --- ---
Swan Defined Risk C 1.44 1.87 1.96 5.56 --- ---
Hancock Horizon Quant Long/Short A LW -0.94 1.87 0.45 10.66 12.16 9.56
Hancock Horizon Quant Long/Short A -0.94 1.87 0.45 10.66 12.16 9.56
Vivaldi Orinda Hedged Equity I 1.01 1.85 3.22 3.59 3.48 ---
Forward Equity Long/Short Institutional -0.51 1.85 0.48 10.50 7.46 ---
JHancock Redwood R6 0.90 1.82 2.09 3.00 --- ---
Compass EMP Long/Short Strategies I -0.03 1.82 2.00 7.93 --- ---
Schwab Hedged Equity 0.40 1.81 2.17 9.61 10.44 6.95
MFS Managed Wealth R1 0.00 1.81 1.81 --- --- ---
MFS Managed Wealth C 0.00 1.81 1.81 --- --- ---
MFS Managed Wealth B 0.00 1.81 1.81 --- --- ---
Van Eck Long/Short Equity Index A LW 0.11 1.79 2.93 5.56 --- ---
Van Eck Long/Short Equity Index A 0.11 1.79 2.93 5.56 --- ---
Compass EMP Long/Short Strategies A LW 0.01 1.79 1.97 7.66 --- ---
Compass EMP Long/Short Strategies A 0.01 1.79 1.97 7.66 --- ---
Van Eck Long/Short Equity Index Y 0.00 1.78 2.92 5.78 --- ---
Forward Equity Long/Short Investor -0.56 1.76 0.37 10.10 7.10 ---
Vivaldi Orinda Hedged Equity A LW 0.98 1.74 3.13 3.26 3.16 ---
Vivaldi Orinda Hedged Equity A 0.98 1.74 3.13 3.26 3.16 ---
JPMorgan Hedged Equity R6 -0.49 1.74 1.62 9.74 --- ---
JPMorgan Hedged Equity R5 -0.51 1.73 1.60 9.70 --- ---
JHancock Redwood I 0.81 1.73 2.01 2.74 --- ---
Nuveen Symphony Dynamic Equity I 0.18 1.71 1.35 8.93 --- ---
Lyrical US Hedged Value Institutional 0.20 1.71 3.26 --- --- ---
Compass EMP Long/Short Strategies T -0.09 1.69 1.87 7.37 --- ---
JPMorgan Hedged Equity Select -0.55 1.68 1.56 9.45 --- ---
Nuveen Symphony Dynamic Equity A LW 0.18 1.67 1.31 8.70 --- ---
Nuveen Symphony Dynamic Equity A 0.18 1.67 1.31 8.70 --- ---
Diamond Hill Long-Short Y 1.40 1.65 4.10 6.85 11.84 ---
Otter Creek Long/Short Opportunity Instl 0.63 1.64 1.92 3.79 --- ---
JHancock Redwood A Load Waived 0.82 1.64 2.02 2.47 --- ---
JHancock Redwood A 0.82 1.64 2.02 2.47 --- ---
JPMorgan Hedged Equity A Load Waived -0.49 1.63 1.51 9.26 --- ---
JPMorgan Hedged Equity A -0.49 1.63 1.51 9.26 --- ---
Hancock Horizon Quant Long/Short C -0.99 1.62 0.24 9.84 11.33 8.74
Lyrical US Hedged Value Investor 0.20 1.61 3.16 --- --- ---
Diamond Hill Long-Short I 1.44 1.61 4.06 6.72 11.70 8.93
Boston Partners Long/Short Rsrch Instl 0.00 1.57 2.85 7.20 10.70 ---
Otter Creek Long/Short Opportunity Inv 0.54 1.55 1.92 3.51 --- ---
Diamond Hill Long-Short A Load Waived 1.42 1.55 3.99 6.46 11.42 8.64
Diamond Hill Long-Short A 1.42 1.55 3.99 6.46 11.42 8.64
Compass EMP Long/Short Strategies C -0.09 1.54 1.81 6.79 --- ---
Boston Partners Long/Short Rsrch Inv 0.00 1.52 2.82 6.92 10.43 ---
JHancock Redwood C 0.82 1.46 1.84 --- --- ---
JPMorgan Hedged Equity C -0.56 1.44 1.38 8.64 --- ---
Nuveen Symphony Dynamic Equity C 0.09 1.41 1.14 7.90 --- ---
Dreyfus Research Long/Short Equity Y 0.15 1.33 1.09 1.09 --- ---
Calamos Hedged Equity Income I 1.10 1.30 2.43 --- --- ---
James Long-Short -0.98 1.29 0.14 4.21 11.28 ---
Diamond Hill Long-Short C 1.32 1.27 3.78 5.65 10.56 7.82
AB Long/Short Multi-Manager I -1.51 1.26 0.97 --- --- ---
AB Long/Short Multi-Manager Advisor -1.51 1.26 0.97 --- --- ---
Dreyfus Research Long/Short Equity I 0.08 1.25 1.01 1.01 --- ---
Calamos Hedged Equity Income A LW 1.10 1.20 2.33 --- --- ---
Calamos Hedged Equity Income A 1.10 1.20 2.33 --- --- ---
Dreyfus Research Long/Short Equity A LW 0.00 1.18 1.02 0.78 --- ---
Dreyfus Research Long/Short Equity A 0.00 1.18 1.02 0.78 --- ---
Larkin Point Equity Preservation I 0.78 1.17 1.36 5.02 --- ---
AB Long/Short Multi-Manager Z -1.51 1.16 0.97 --- --- ---
Calamos Hedged Equity Income R 1.00 1.10 2.33 --- --- ---
AB Select US Long/Short I -0.66 1.10 1.01 5.00 --- ---
AB Long/Short Multi-Manager R -1.52 1.07 0.87 --- --- ---
AB Long/Short Multi-Manager K -1.51 1.07 0.87 --- --- ---
AB Long/Short Multi-Manager A LW -1.51 1.07 0.87 --- --- ---
AB Long/Short Multi-Manager A -1.51 1.07 0.87 --- --- ---
Even Keel Managed Risk A Load Waived 1.03 1.03 1.82 7.50 --- ---
Even Keel Managed Risk A 1.03 1.03 1.82 7.50 --- ---
AB Select US Long/Short Advisor -0.66 1.01 1.01 4.91 --- ---
Even Keel Managed Risk I 0.90 1.00 1.78 7.69 --- ---
Calamos Hedged Equity Income C 1.00 1.00 2.23 --- --- ---
Larkin Point Equity Preservation A LW 0.68 0.97 1.27 4.73 --- ---
Larkin Point Equity Preservation A 0.68 0.97 1.27 4.73 --- ---
Forward Tactical Growth Inst 0.81 0.96 2.10 4.42 5.92 3.14
Dreyfus Research Long/Short Equity C 0.00 0.95 0.79 0.00 --- ---
AB Select US Long/Short K -0.67 0.93 0.93 4.68 --- ---
AB Select US Long/Short A Load Waived -0.67 0.93 0.93 4.67 --- ---
AB Select US Long/Short A -0.67 0.93 0.93 4.67 --- ---
Forward Tactical Growth Advisor 0.77 0.92 2.10 4.38 5.89 3.12
AB Long/Short Multi-Manager C -1.61 0.88 0.78 --- --- ---
AB Select US Long/Short R -0.76 0.85 0.85 4.43 --- ---
Forward Tactical Growth Investor 0.74 0.82 1.98 4.05 5.54 2.78
AllianzGI US Equity-Hedged Instl 0.58 0.82 1.06 7.69 --- ---
Forward Tactical Growth A Load Waived 0.75 0.79 1.96 3.93 5.39 2.63
Forward Tactical Growth A 0.75 0.79 1.96 3.93 5.39 2.63
ASTON/Anchor Capital Enhanced Equity I 1.46 0.79 1.62 5.39 6.29 6.37
AllianzGI US Equity-Hedged P 0.58 0.76 0.99 7.57 --- ---
AllianzGI US Equity-Hedged A LW 0.59 0.76 1.00 7.44 --- ---
AllianzGI US Equity-Hedged A 0.59 0.76 1.00 7.44 --- ---
ASTON/Anchor Capital Enhanced Equity N 1.35 0.73 1.57 5.13 6.03 6.11
AllianzGI US Equity-Hedged D 0.53 0.71 0.94 7.41 --- ---
AB Select US Long/Short C -0.76 0.69 0.69 3.86 --- ---
Forward Tactical Growth C 0.69 0.65 1.85 3.44 4.92 2.16
LS Theta Institutional 0.20 0.61 0.61 0.16 --- ---
Wasatch Long/Short Investor 1.77 0.60 1.42 -3.11 6.91 6.03
Wasatch Long/Short Institutional 1.76 0.60 1.42 -2.98 --- ---
LS Theta Investor 0.20 0.51 0.51 -0.04 --- ---
AllianzGI US Equity-Hedged C 0.48 0.48 0.78 6.61 --- ---
Keeley Alternative Value I -1.12 0.21 3.29 -4.55 7.54 3.59
361 Global Long/Short Equity Y -1.46 0.20 0.20 --- --- ---
Toews Hedged Core Frontier 5.63 0.14 0.29 5.15 -1.03 -8.27
Keeley Alternative Value A Load Waived -1.03 0.10 3.34 -4.70 7.27 3.35
Keeley Alternative Value A -1.03 0.10 3.34 -4.70 7.27 3.35
Aberdeen Equity Long-Short Inst 0.00 0.10 0.77 3.66 3.94 2.73
361 Global Long/Short Equity I -1.46 0.10 0.10 --- --- ---
V2 Hedged Equity Institutional 0.20 0.07 0.40 --- --- ---
Nuveen Equity Long/Short I -0.23 0.00 0.86 11.37 12.21 9.81
Aberdeen Equity Long-Short I/S 0.00 0.00 0.68 3.34 3.67 2.50
Aberdeen Equity Long-Short A LW -0.10 0.00 0.59 3.30 3.61 2.43
Aberdeen Equity Long-Short A -0.10 0.00 0.59 3.30 3.61 2.43
361 Global Long/Short Equity Investor -1.56 0.00 0.00 --- --- ---
Nuveen Equity Long/Short A Load Waived -0.24 -0.06 0.78 11.06 11.95 9.54
Nuveen Equity Long/Short A -0.24 -0.06 0.78 11.06 11.95 9.54
V2 Hedged Equity Investor 0.13 -0.07 0.27 --- --- ---
Aberdeen Equity Long-Short R -0.10 -0.10 0.52 2.89 3.12 2.04
Nuveen Equity Long/Short C -0.31 -0.28 0.60 10.24 11.09 8.72
Guggenheim Alpha Opportunity Instl 1.10 -0.30 -1.23 7.99 15.38 13.97
LS Opportunity -3.10 -0.31 1.34 4.80 9.07 ---
Aberdeen Equity Long-Short C -0.16 -0.31 0.48 2.52 2.91 1.70
Probabilities I 0.75 -0.37 2.37 5.01 --- ---
Probabilities A Load Waived 0.84 -0.37 2.38 4.72 --- ---
Probabilities A 0.84 -0.37 2.38 4.72 --- ---
Guggenheim Alpha Opportunity A LW 1.12 -0.37 -1.25 7.74 14.86 13.57
Guggenheim Alpha Opportunity A 1.12 -0.37 -1.25 7.74 14.86 13.57
Gotham Absolute 500 Institutional 1.35 -0.38 3.34 --- --- ---
Glenmede Long/Short -1.83 -0.38 -0.28 3.59 6.68 5.63
Philadelphia Invmt Ptnrs New Generation 0.46 -0.53 0.39 -5.85 1.38 ---
Guggenheim Alpha Opportunity C 1.01 -0.58 -1.44 6.92 13.98 12.70
Probabilities C 0.66 -0.65 2.11 3.97 --- ---
Snow Capital Hedged Equity I 1.48 -1.01 2.77 7.05 --- ---
JPMorgan Research Equity Long/Short R5 -1.61 -1.04 0.12 3.38 6.53 ---
Snow Capital Hedged Equity A LW 1.43 -1.07 2.67 6.73 --- ---
Snow Capital Hedged Equity A 1.43 -1.07 2.67 6.73 --- ---
Forester Value I -0.16 -1.16 -1.69 2.04 2.33 1.73
JPMorgan Research Equity Long/Short Sel -1.63 -1.17 0.06 3.17 6.31 ---
Gotham Absolute Return Institutional 0.51 -1.22 -0.07 3.80 --- ---
JPMorgan Research Equity Long/Short A LW -1.65 -1.24 0.00 2.90 6.06 ---
JPMorgan Research Equity Long/Short A -1.65 -1.24 0.00 2.90 6.06 ---
Forester Value N -0.24 -1.26 -1.81 1.69 2.10 1.44
Forester Value R -0.23 -1.31 -1.76 1.47 2.03 ---
JPMorgan Research Equity Long/Short C -1.69 -1.34 -0.12 2.40 5.51 ---
Catalyst Hedged Insider Buying I 3.49 -1.57 8.22 --- --- ---
Catalyst Hedged Insider Buying A LW 3.41 -1.85 8.04 -9.46 7.05 ---
Catalyst Hedged Insider Buying A 3.41 -1.85 8.04 -9.46 7.05 ---
Schooner I -0.36 -2.15 -0.71 -2.62 --- ---
Catalyst Hedged Insider Buying C 3.29 -2.17 7.80 -10.23 6.35 ---
Schooner A Load Waived -0.40 -2.20 -0.76 -2.87 3.34 5.12
Schooner A -0.40 -2.20 -0.76 -2.87 3.34 5.12
Pzena Long/Short Value Investor -0.33 -2.95 -0.33 -3.06 --- ---
Pzena Long/Short Value Instl -0.43 -3.05 -0.32 -2.86 --- ---
KKM US Equity ARMOR I 0.31 -3.16 -3.25 --- --- ---
CMG Tactical Futures Strategy I -3.58 -3.23 -0.51 -8.02 -4.94 ---
Boston Partners Long/Short Equity Instl 1.71 -3.25 -0.83 -5.54 5.04 7.54
KKM US Equity ARMOR A Load Waived 0.31 -3.26 -3.36 --- --- ---
KKM US Equity ARMOR A 0.31 -3.26 -3.36 --- --- ---
Whitebox Tactical Opportunities Instl -0.60 -3.32 -2.10 -8.31 4.28 ---
Boston Partners Long/Short Equity Inv 1.65 -3.36 -0.94 -5.79 4.76 7.27
Salient Broadmark Tactical Plus F -0.35 -3.37 -1.97 3.66 --- ---
CMG Tactical Futures Strategy A LW -3.74 -3.38 -0.64 -8.31 -5.23 ---
CMG Tactical Futures Strategy A -3.74 -3.38 -0.64 -8.31 -5.23 ---
Whitebox Tactical Opportunities Investor -0.60 -3.44 -2.29 -8.68 3.93 ---
Salient Broadmark Tactical Plus I -0.26 -3.46 -1.97 --- --- ---
Salient Broadmark Tactical Plus A LW -0.35 -3.54 -2.14 --- --- ---
Salient Broadmark Tactical Plus A -0.35 -3.54 -2.14 --- --- ---
Salient Broadmark Tactical Plus C -0.44 -3.79 -2.23 --- --- ---
Invesco Long/Short Equity Y -1.72 -3.89 -5.47 -0.25 --- ---
Invesco Long/Short Equity R6 -1.72 -3.89 -5.47 -0.25 --- ---
Invesco Long/Short Equity R5 -1.72 -3.89 -5.47 -0.25 --- ---
Invesco Long/Short Equity A Load Waived -1.72 -3.99 -5.57 -0.52 --- ---
Invesco Long/Short Equity A -1.72 -3.99 -5.57 -0.52 --- ---
Invesco Long/Short Equity R -1.82 -4.09 -5.68 -0.80 --- ---
Forward Tactical Enhanced Instl 1.57 -4.13 -1.27 -6.52 0.85 ---
Invesco Long/Short Equity C -1.74 -4.20 -5.71 -1.17 --- ---
Forward Tactical Enhanced Inv 1.55 -4.22 -1.38 -6.85 0.50 ---
Forward Tactical Enhanced Advisor 1.58 -4.22 -1.36 -6.68 0.80 ---
Forward Tactical Enhanced A Load Waived 1.52 -4.29 -1.43 -7.00 0.34 ---
Forward Tactical Enhanced A 1.52 -4.29 -1.43 -7.00 0.34 ---
Forward Tactical Enhanced C 1.50 -4.40 -1.54 -7.40 -0.11 ---
Stone Toro Long Short I 0.33 -4.45 -4.85 --- --- ---
Stone Toro Long Short A Load Waived 0.33 -4.56 -4.96 --- --- ---
Stone Toro Long Short A 0.33 -4.56 -4.96 --- --- ---
Stone Toro Long Short C 0.22 -4.78 -5.08 --- --- ---
M.D. Sass Equity Income Plus C 0.85 --- --- --- --- ---
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