2 / 5 Stars
4 4 5 3 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 107 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.70 percent over the past year, 4.16 percent over the past three years, and 4.54 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.8%|
|3 Years (Annualized)||4.2%|
|5 Years (Annualized)||4.5%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund invests at least 80% of total assets in a diversified portfolio of common stocks. It invests primarily in large-capitalization common stocks of U.S. issuers, although the fund may invest up to 40% of total assets in securities of foreign issuers, some of which may be located in emerging market countries. The fund may also invest a portion of its assets in stocks of mid-capitalization companies. It intends to write (sell) call options and purchase put options and/or enter into put option spreads on securities and on one or more broad-based U.S. stock indices.
Fees are High compared to funds in the same category.
Eaton Vance Risk-Managed Equity Option Fund has an expense ratio of 2.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.