Long/Short Equity

Long-short portfolios hold sizable stakes in both long and short positions. Some funds that fall into this category are market neutral - dividing their exposure equally between long and short positions in an attempt to earn a modest return that is not tied to the market's fortunes. Other portfolios that are not market neutral will shift their exposure to long and short positions depending upon their macro outlook or the opportunities they uncover through bottom-up research. Morningstar®

#1 Bridgeway Managed Volatility Fund (BRBPX)

Performance (1-yr.): 8.07% Expenses: 0.95%
Performance (1-mo.): 2.36% Total Assets: $38.43M
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#2 Burnham Financial Long/Short Fund (BURFX)

Performance (1-yr.): 24.67% Expenses: 1.76%
Performance (1-mo.): 2.88% Total Assets: $78.43M
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#3 ASTON/Anchor Capital Enhanced Equity Fund (AMBEX)

Performance (1-yr.): 8.27% Expenses: 1.23%
Performance (1-mo.): 1.32% Total Assets: $169.94M
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#4 Toews Hedged Large-Cap Fund (THLGX)

Performance (1-yr.): 26.33% Expenses: 1.25%
Performance (1-mo.): 4.78% Total Assets: $78.17M
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#5 Toews Hedged Small & Mid Cap Fund (THSMX)

Performance (1-yr.): 26.73% Expenses: 1.25%
Performance (1-mo.): 4.78% Total Assets: $102.08M
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#6 Hussman Strategic International Fund (HSIEX)

Performance (1-yr.): 3.98% Expenses: 1.61%
Performance (1-mo.): 1.03% Total Assets: $102.02M
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#7 Dunham Loss Averse Equity Income Fund (DAAVX)

Performance (1-yr.): 2.35% Expenses: 3.19%
Performance (1-mo.): 0.74% Total Assets: $10.36M
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#8 Navigator Equity Hedged Fund (NAVAX)

Performance (1-yr.): 10.77% Expenses: 1.74%
Performance (1-mo.): 3.83% Total Assets: $86.81M
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#8 Toews Hedged International Developed Markets Fund (THIDX)

Performance (1-yr.): 6.73% Expenses: 1.25%
Performance (1-mo.): 1.12% Total Assets: $71.04M
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#10 Toews Hedged Emerging Markets Fund (THEMX)

Performance (1-yr.): 11.11% Expenses: 1.50%
Performance (1-mo.): 0.15% Total Assets: $4.88M
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Top Performing Long/Short Equity Funds As of 03.05.2014

Guggenheim Alpha Opportunity Fund (SAOAX)

Total Return: 6.29%

Logan Capital Long/Short Fund (LGNMX)

Total Return: 5.99%

Glenmede Total Market Portfolio (GTTMX)

Total Return: 5.93%

Highland Long/Short Healthcare Fund (HHCAX)

Total Return: 53.25%

Glenmede Total Market Portfolio (GTTMX)

Total Return: 35.25%

PIMCO EqS® Long/Short Fund (PMHAX)

Total Return: 31.07%

Glenmede Total Market Portfolio (GTTMX)

Total Return: 14.97%

Guggenheim Alpha Opportunity Fund (SAOAX)

Total Return: 13.23%

Highland Long/Short Healthcare Fund (HHCAX)

Total Return: 12.78%

* Annualized