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®
Catalyst Event Arbitrage Fund (CEAAX)
| Performance (1-yr.): 3.70% | Expenses: 1.75% |
| Performance (1-mo.): 1.69% | Total Assets: $13.92M |
Catalyst Insider Long/Short Fund (CIAAX)
| Performance (1-yr.): 6.80% | Expenses: 1.50% |
| Performance (1-mo.): 0.66% | Total Assets: $3.32M |
Catalyst Strategic Insider Fund (STVAX)
| Performance (1-yr.): 19.25% | Expenses: 1.57% |
| Performance (1-mo.): 1.93% | Total Assets: $9.92M |
CBRE Clarion Long/Short Fund (CLSIX)
| Performance (1-yr.): 2.41% | Expenses: 1.66% |
| Performance (1-mo.): 3.57% | Total Assets: $503.67M |
CMG Tactical Equity Strategy Fund (SCOTX)
| Performance (1-yr.): 6.99% | Expenses: 2.25% |
| Performance (1-mo.): 2.63% | Total Assets: $56.53M |
Compass EMP Long/Short Strategies Fund (CHLAX)
| Performance (1-yr.): — | Expenses: 1.61% |
| Performance (1-mo.): 0.47% | Total Assets: $14.12M |
Diamond Hill Long-Short Fund (DIAMX)
| Performance (1-yr.): 11.68% | Expenses: 1.41% |
| Performance (1-mo.): 0.71% | Total Assets: $2.62B |
Direxion Evolution All Cap Equity Fund (PEVEX)
| Performance (1-yr.): 8.49% | Expenses: 1.68% |
| Performance (1-mo.): 0.59% | Total Assets: $10.56M |
Dunham Loss Averse Equity Income Fund (DAAVX)
| Performance (1-yr.): 3.61% | Expenses: 1.97% |
| Performance (1-mo.): 0.89% | Total Assets: $12.6M |
Eaton Vance Risk-Managed Equity Option Fund (EROAX)
| Performance (1-yr.): 7.64% | Expenses: 1.50% |
| Performance (1-mo.): 1.34% | Total Assets: $40.33M |
