| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
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 | -3.2% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve long-term capital appreciation. The fund invests its assets primarily in exchange-traded common stocks, both long and short, and stock options. Its investments in foreign companies, including emerging markets, will be through the use of American Depository Receipts ("ADRs"). The fund may invest in securities of U.S. and foreign companies, including companies from emerging markets, of any size, provided the common stock and associated options are actively traded on a public exchange.
