| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
5
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C-
(Hold)
|
U.S. News evaluated 38 Market Neutral 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 4.40 percent over the past year, -1.00 percent over the past three years, 0.72 percent over the past five years, and 1.80 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 1.2% |
| 1 Year | 4.4% |
| 3 Years (Annualized) | -1.0% |
| 5 Years (Annualized) | 0.7% |
| 10 Years (Annualized) | 1.8% |
Summary
The investment seeks to provide long-term capital appreciation from a broadly diversified portfolio of U.S. stocks while neutralizing the general risks associated with stock market investing. The fund takes long and short positions in different securities, selecting from a universe of mid- to large-capitalization stocks with characteristics similar to those of the Russell 1000 and/or Standard & Poor's 500 (S&P 500) Indexes, in an effort to insulate the fund's performance from the effects of general stock market movements. The long and short positions are matched on a variety of risk characteristics in order to limit exposure to macroeconomic factors.
Fees
Fees are Average compared to funds in the same category.
JPMorgan Research Market Neutral Fund has an expense ratio of 1.49 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
