| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
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 -0.60 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.9% |
| 1 Year | -0.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund's advisor seeks to achieve the fund's investment objective of capital appreciation by using both long and short strategies. Its portfolio principally consists of common stock issued by companies and call and put options. The fund may invest directly in these securities or indirectly through investments in other investment companies consisting of ETFs, closed-end mutual funds, or open-end mutual funds. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Paladin Long Short Fund has an expense ratio of 2.10 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
