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®

Robeco Boston Partners Long/Short Research Fund (BPIRX)

Performance (1-yr.): 15.18% Expenses: 1.48%
Performance (1-mo.): 2.12% Total Assets: $3.85B
See all details for BPIRX »

Schooner Fund (SCNAX)

Performance (1-yr.): 11.33% Expenses: 1.84%
Performance (1-mo.): 2.21% Total Assets: $385.23M
See all details for SCNAX »

Schwab Hedged Equity Fund (SWHEX)

Performance (1-yr.): 12.13% Expenses: 1.33%
Performance (1-mo.): 3.18% Total Assets: $181.46M
See all details for SWHEX »

Snow Capital Hedged Equity Fund (SHEAX)

Performance (1-yr.): Expenses: 1.50%
Performance (1-mo.): 4.73% Total Assets: $605,766
See all details for SHEAX »

Sterling Capital Long/Short Equity Fund (SLSAX)

Performance (1-yr.): Expenses: 2.06%
Performance (1-mo.): 3.48% Total Assets: $69.06M
See all details for SLSAX »

Swan Defined Risk Fund (SDRAX)

Performance (1-yr.): 11.69% Expenses: 1.78%
Performance (1-mo.): 2.28% Total Assets: $458.96M
See all details for SDRAX »

Tealeaf Long/Short DeepValue Fund (LEFAX)

Performance (1-yr.): Expenses: 2.52%
Performance (1-mo.): 3.90% Total Assets: $2.93M
See all details for LEFAX »

Teton Valley Fund (TTNVX)

Performance (1-yr.): Expenses: 2.30%
Performance (1-mo.): 3.80% Total Assets: $2.27M
See all details for TTNVX »

Touchstone Dynamic Equity Fund (TDEAX)

Performance (1-yr.): 15.49% Expenses: 1.56%
Performance (1-mo.): 3.61% Total Assets: $68.62M
See all details for TDEAX »

Transamerica Long/Short Strategy Fund (None)

Performance (1-yr.): 10.00% Expenses: 1.43%
Performance (1-mo.): 1.99% Total Assets: $131.4M
See all details for None »

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