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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 19.17 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.3% |
| 1 Year | 19.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests primarily in foreign and domestic equity securities ("long positions") that the Adviser believes are undervalued and more likely to appreciate, and sells short equity securities ("short positions") that the Adviser believes are overvalued and more likely to depreciate. At any one time, it can have up to 100% of its total assets (including any borrowings) invested in long positions or short positions. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
James Long-Short Fund has an expense ratio of 2.66 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
