2 / 5 Stars
2 3 5 3 4
Zacks Investment Research
Standard & Poor's
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.
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%|
|3 Years (Annualized)||4.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
JPMorgan Research Equity Long/Short Fund has an expense ratio of 1.75 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.