5 / 5 Stars
4 3 3 3 4
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 98 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 33.04 percent over the past year, 15.69 percent over the past three years, and 14.73 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||29.0%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||14.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation consistent with reasonable risk to principal. The fund invests at least 80% of the value of its net assets (including borrowings for investment purposes) in long and short positions with respect to equity securities, such as common stocks, of U.S. public companies. The Portfolio will invest in companies with market capitalizations, at the time of purchase, that are within the market capitalization range of any stock in the Russell 3000® Index.
Fees are Above Average compared to funds in the same category.
Glenmede Total Market Portfolio has an expense ratio of 1.25 percent.
Risk is High compared to funds in the same category according to Morningstar.