JPMorgan Research Equity Long/Short Fund

U.S. News evaluated 121 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 9.00 percent over the past year, and 4.72 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 3.2%
1 Year 9.0%
3 Years (Annualized) 4.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide long term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in long and short positions in equity securities, selecting from a universe of mid- to large capitalization stocks. "Assets" means net assets, plus the amount of borrowings for investment purposes.

Fees

Fees are Above Average compared to funds in the same category.
JPMorgan Research Equity Long/Short Fund has an expense ratio of 1.75 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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