1 / 5 Stars
1 1 4 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#8 in Long/Short Equity
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.
The fund has returned 10.77 percent over the past year, and 0.55 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.3%|
|3 Years (Annualized)||0.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund allocates assets across various sectors of the global equity markets by investing primarily in ETFs that each invest primarily in equity securities and put options on the S&P 500 Index volatility-linked exchange-traded funds and volatility-linked exchange-traded notes for hedging purposes. It defines equity securities to include both (i) ETFs that invest primarily in common stocks and (ii) put options on the Standard & Poor's 500 Index. The fund invests at least 80% of its assets in equity securities.
Fees are Above Average compared to funds in the same category.
Navigator Equity Hedged Fund has an expense ratio of 1.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.