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
See all details for CEAAX »

Catalyst Insider Long/Short Fund (CIAAX)

Performance (1-yr.): 6.80% Expenses: 1.50%
Performance (1-mo.): 0.66% Total Assets: $3.32M
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Catalyst Strategic Insider Fund (STVAX)

Performance (1-yr.): 19.25% Expenses: 1.57%
Performance (1-mo.): 1.93% Total Assets: $9.92M
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CBRE Clarion Long/Short Fund (CLSIX)

Performance (1-yr.): 2.41% Expenses: 1.66%
Performance (1-mo.): 3.57% Total Assets: $503.67M
See all details for CLSIX »

CMG Tactical Equity Strategy Fund (SCOTX)

Performance (1-yr.): 6.99% Expenses: 2.25%
Performance (1-mo.): 2.63% Total Assets: $56.53M
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Compass EMP Long/Short Strategies Fund (CHLAX)

Performance (1-yr.): Expenses: 1.61%
Performance (1-mo.): 0.47% Total Assets: $14.12M
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Diamond Hill Long-Short Fund (DIAMX)

Performance (1-yr.): 11.68% Expenses: 1.41%
Performance (1-mo.): 0.71% Total Assets: $2.62B
See all details for DIAMX »

Direxion Evolution All Cap Equity Fund (PEVEX)

Performance (1-yr.): 8.49% Expenses: 1.68%
Performance (1-mo.): 0.59% Total Assets: $10.56M
See all details for PEVEX »

Dunham Loss Averse Equity Income Fund (DAAVX)

Performance (1-yr.): 3.61% Expenses: 1.97%
Performance (1-mo.): 0.89% Total Assets: $12.6M
See all details for DAAVX »

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
See all details for EROAX »
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Top Performing Long/Short Equity Funds as of 05.03.2013

Toews Hedged International Developed Markets Fund (THIDX)

Total Return: 4.85%

CBRE Clarion Long/Short Fund (CLSIX)

Total Return: 3.57%

PIMCO EqS Long/Short Fund (PMHAX)

Total Return: 3.13%

Burnham Financial Industries Fund (BURFX)

Total Return: 20.18%

Catalyst Strategic Insider Fund (STVAX)

Total Return: 19.25%

Virtus Dynamic AlphaSector Fund (EMNAX)

Total Return: 19.22%

Guggenheim Alpha Opportunity Fund (SAOAX)

Total Return: 15.40%

Robeco Boston Partners Long/Short Equity Fund (BPLSX)

Total Return: 12.04%

Glenmede Total Market Portfolio (GTTMX)

Total Return: 11.92%

* annualized