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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 88 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 6.68 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.9% |
| 1 Year | 6.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide long term capital appreciation. The fund takes long and short positions in equity securities, selecting from a universe of mid- to large capitalization stocks. The equity securities the fund invests in will have market characteristics and capitalizations similar to those included in the Russell 1000 and/or S&P 500 Index at the time of purchase. The fund's net long equity market exposure normally will not exceed 50% and its net short equity market exposure will not exceed 20%. Further, the fund's gross equity market exposure is limited to 200%.
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.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
