Logan Capital Long/Short Fund

Class Inv (LGNMX)

U.S. News evaluated 107 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 12.85 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 3.2%
1 Year 12.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund employs a "long/short" investment strategy to attempt to achieve capital appreciation and manage risk by purchasing stocks believed by the Advisor to be undervalued and selling short stocks believed by the Advisor to be overvalued. It invests primarily in equity securities that are traded on U.S. securities exchanges. Equity securities in which the fund may invest include common stocks, preferred stocks, American Depositary Receipts ("ADRs"), rights and warrants, and may include securities of companies that are offered pursuant to an initial public offering ("IPO").

Fees

Fees are High compared to funds in the same category.
Logan Capital Long/Short Fund has an expense ratio of 2.50 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Logan Capital Funds