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®

CBRE Clarion Long/Short Fund (CLSIX)

Performance (1-yr.): 2.80% Expenses: 1.54%
Performance (1-mo.): 3.22% Total Assets: $641.54M
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CMG Tactical Futures Strategy Fund (SCOTX)

Performance (1-yr.): 0.58% Expenses: 2.35%
Performance (1-mo.): 2.98% Total Assets: $37.27M
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Compass EMP Long/Short Strategies Fund (CHLAX)

Performance (1-yr.): 3.67% Expenses: 1.64%
Performance (1-mo.): 2.48% Total Assets: $26.26M
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Crow Point Hedged Global Equity Income Fund (CGHAX)

Performance (1-yr.): 3.60% Expenses: 1.27%
Performance (1-mo.): 2.00% Total Assets: $9.66M
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Diamond Hill Long-Short Fund (DIAMX)

Performance (1-yr.): 15.85% Expenses: 1.43%
Performance (1-mo.): 1.73% Total Assets: $3.11B
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Dreyfus Research Long/Short Equity Fund (DLSAX)

Performance (1-yr.): Expenses: 1.75%
Performance (1-mo.): 2.62% Total Assets: $29.98M
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Eaton Vance Risk-Managed Equity Option Fund (EROAX)

Performance (1-yr.): 13.69% Expenses: 1.50%
Performance (1-mo.): 2.30% Total Assets: $36.88M
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Forester Value Fund (FVALX)

Performance (1-yr.): 6.58% Expenses: 1.26%
Performance (1-mo.): 2.65% Total Assets: $133.16M
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Forward Endurance Long/Short Fund (FENIX)

Performance (1-yr.): 17.88% Expenses: 1.99%
Performance (1-mo.): 2.29% Total Assets: $6.63M
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Forward Tactical Enhanced Fund (FTEAX)

Performance (1-yr.): 0.97% Expenses: 2.00%
Performance (1-mo.): 3.21% Total Assets: $104.5M
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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