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®

James Long-Short Fund (JAZZX)

Performance (1-yr.): 13.85% Expenses: 1.55%
Performance (1-mo.): 3.47% Total Assets: $16.71M
See all details for JAZZX »

John Hancock Funds Redwood Fund (None)

Performance (1-yr.): 5.89% Expenses: 1.14%
Performance (1-mo.): 1.16% Total Assets: $491.92M
See all details for None »

John Hancock Seaport Fund (JSFBX)

Performance (1-yr.): Expenses: 2.16%
Performance (1-mo.): 3.69% Total Assets: $149.8M
See all details for JSFBX »

JPMorgan Research Equity Long/Short Fund (JLSAX)

Performance (1-yr.): 9.37% Expenses: 1.75%
Performance (1-mo.): 2.08% Total Assets: $100.02M
See all details for JLSAX »

Keeley Alternative Value Fund (KALVX)

Performance (1-yr.): 10.90% Expenses: 1.89%
Performance (1-mo.): 2.45% Total Assets: $40.6M
See all details for KALVX »

Kellner Long/Short Fund (KLSAX)

Performance (1-yr.): Expenses: 2.29%
Performance (1-mo.): 2.42% Total Assets: $1.12M
See all details for KLSAX »

Larkin Point Equity Preservation Fund (LPAUX)

Performance (1-yr.): Expenses: 2.05%
Performance (1-mo.): 1.01% Total Assets: $5.02M
See all details for LPAUX »

Leigh Baldwin Total Return Fund (LEBOX)

Performance (1-yr.): 0.72% Expenses: 4.45%
Performance (1-mo.): 1.34% Total Assets: $3.47M
See all details for LEBOX »

LoCorr Long/Short Equity Fund (LEQAX)

Performance (1-yr.): Expenses: 3.40%
Performance (1-mo.): 0.19% Total Assets: $49.05M
See all details for LEQAX »

Logan Capital Long/Short Fund (LGNMX)

Performance (1-yr.): 12.85% Expenses: 2.53%
Performance (1-mo.): 5.99% Total Assets: $5.33M
See all details for LGNMX »

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