| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D+
(Sell)
|
U.S. News evaluated 88 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 4.20 percent over the past year, 2.69 percent over the past three years, 0.96 percent over the past five years, and 5.28 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.5% |
| 1 Year | 4.2% |
| 3 Years (Annualized) | 2.7% |
| 5 Years (Annualized) | 1.0% |
| 10 Years (Annualized) | 5.3% |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of companies that are organized under the laws of, or have their principal office in the United States, have their principal securities trading market in the United States, alone or on a consolidated basis derive the highest concentration of their annual revenue or earnings or assets from goods produced, sales made or services performed in the United States; and/or issue securities denominated in the currency of the United States.
Fees
Fees are Above Average compared to funds in the same category.
Aberdeen Equity Long-Short Fund has an expense ratio of 1.69 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
