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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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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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.

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

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