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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 39 Market Neutral Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.7% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return which exceeds that of its benchmark. The fund seeks to achieve its investment objective by investing under normal circumstances in derivatives providing exposure to a proprietary global equity market neutral index designed by the fund's sub-adviser, backed by a diversified portfolio of short and intermediate maturity fixed Income instruments. It will invest in instruments that are economically tied to at least three countries (one of which may be the United States). The fund may invest up to 25% of its total assets in Fixed Income Instruments that are economically tied to emerging market countries.
