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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 90 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 18.30 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 9.3% |
| 1 Year | 18.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide absolute return while minimizing volatility over a full market cycle. The fund pursues its investment objective by taking long and short positions in equity securities. Its portfolio managers believe that a combination of long and short positions may provide positive returns through a complete market cycle and may offer reduced risk. The allocation between long and short positions is a result of the fundamental investment process. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
ASTON/River Road Long-Short Fund has an expense ratio of 1.70 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
