Whitebox Market Neutral Equity Fund

U.S. News evaluated 47 Market Neutral Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 14.45 percent over the past year, 6.58 percent over the past three years, and 11.74 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year 14.5%
3 Years (Annualized) 6.6%
5 Years (Annualized) 11.7%
10 Years (Annualized) N/A

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Summary

The investment seeks to provide investors with a positive return regardless of the direction and fluctuations of the U.S. equity markets generally. The fund intends under normal market conditions to invest at least 80% of its net assets (including borrowings for investment purposes) in U.S. listed common stocks. Although the fund may invest without limitation in common stock of any market capitalization, it may be invested principally in common stock of small to medium-sized U.S. companies (which the adviser defines as common stocks of U.S. companies that are eligible for inclusion in the Russell 2000 Index or Russell MidCap Index). It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Whitebox Market Neutral Equity Fund has an expense ratio of 2.03 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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