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®

ASTON/River Road Long-Short Fund (ARLSX)

Performance (1-yr.): 8.43% Expenses: 1.75%
Performance (1-mo.): 1.58% Total Assets: $217.61M
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Balter Long/Short Equity Fund (BEQIX)

Performance (1-yr.): Expenses: 2.20%
Performance (1-mo.): 0.90% Total Assets: $102.73M
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Barrow All-Cap Long/Short Fund (BFSLX)

Performance (1-yr.): Expenses: 1.75%
Performance (1-mo.): 1.01% Total Assets: $3.89M
See all details for BFSLX »

Broadmark Tactical Plus Fund (BTPIX)

Performance (1-yr.): 14.29% Expenses: 1.49%
Performance (1-mo.): 1.43% Total Assets: $20.1M
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Bushido Capital Long/Short Fund (BCLSX)

Performance (1-yr.): 9.69% Expenses: 1.86%
Performance (1-mo.): 2.71% Total Assets: $5.92M
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Calamos Long/Short Fund (CALSX)

Performance (1-yr.): Expenses: 2.05%
Performance (1-mo.): 2.62% Total Assets: $58.53M
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Caldwell & Orkin Market Opportunity Fund (COAGX)

Performance (1-yr.): 2.21% Expenses: 1.31%
Performance (1-mo.): 1.04% Total Assets: $183.97M
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Catalyst Event Arbitrage Fund (CEAAX)

Performance (1-yr.): 1.22% Expenses: 1.82%
Performance (1-mo.): 1.17% Total Assets: $17.92M
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Catalyst Insider Long/Short Fund (CIAAX)

Performance (1-yr.): 8.94% Expenses: 1.53%
Performance (1-mo.): 0.65% Total Assets: $1.53M
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Catalyst Strategic Insider Fund (STVAX)

Performance (1-yr.): 14.10% Expenses: 1.75%
Performance (1-mo.): 4.25% Total Assets: $27.09M
See all details for STVAX »

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