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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 90 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 17.01 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 10.4% |
| 1 Year | 17.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to generate long-term capital appreciation by investing in both long and short positions within a portfolio consisting of primarily publicly-traded common stock, with less risk than that of the stock market in general. The fund will employ a research-driven, bottom-up stock selection process on both the long and short side. It generally intends to take positions in equity securities, including common and preferred stocks and securities convertible into equity securities, and in other investment companies. The fund may also hold positions in foreign securities. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
LS Opportunity has an expense ratio of 2.50 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
