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®

JPMorgan Research Equity Long/Short Fund (JLSAX)

Performance (1-yr.): 9.00% Expenses: 1.75%
Performance (1-mo.): 1.07% Total Assets: $112.46M
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Keeley Alternative Value Fund (KALVX)

Performance (1-yr.): 9.45% Expenses: 1.89%
Performance (1-mo.): 1.85% Total Assets: $37.59M
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Kellner Long/Short Fund (KLSAX)

Performance (1-yr.): Expenses: 2.25%
Performance (1-mo.): 0.61% Total Assets: $1.08M
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KKM U.S. Equity ARMOR Fund (UMRAX)

Performance (1-yr.): Expenses: 1.45%
Performance (1-mo.): Total Assets: $564,033
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Larkin Point Equity Preservation Fund (LPAUX)

Performance (1-yr.): Expenses: 2.05%
Performance (1-mo.): 0.88% Total Assets: $5.18M
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Lazard Fundamental Long/Short Portfolio (LLSIX)

Performance (1-yr.): Expenses: 1.64%
Performance (1-mo.): 1.38% Total Assets: $4.71M
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Leigh Baldwin Total Return Fund (LEBOX)

Performance (1-yr.): 4.51% Expenses: 4.45%
Performance (1-mo.): 1.35% Total Assets: $3.5M
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LJM Preservation and Growth Fund (LJMAX)

Performance (1-yr.): 9.07% Expenses: 2.49%
Performance (1-mo.): 1.02% Total Assets: $78.88M
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LoCorr Long/Short Equity Fund (LEQAX)

Performance (1-yr.): 10.10% Expenses: 3.30%
Performance (1-mo.): 6.10% Total Assets: $55.5M
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Loeb King Asia Fund (LKPIX)

Performance (1-yr.): Expenses: 2.05%
Performance (1-mo.): 2.61% Total Assets: $8.07M
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Top Performing Long/Short Equity Funds As of 07.03.2014

LoCorr Long/Short Equity Fund (LEQAX)

Total Return: 6.10%

Catalyst Strategic Insider Fund (STVAX)

Total Return: 4.62%

Ramius Event Driven Equity Fund (REDAX)

Total Return: 4.55%

Highland Long/Short Healthcare Fund (HHCAX)

Total Return: 36.75%

Glenmede Total Market Portfolio (GTTMX)

Total Return: 31.83%

Snow Capital Hedged Equity Fund (SHEAX)

Total Return: 26.12%

Glenmede Total Market Portfolio (GTTMX)

Total Return: 15.73%

Altegris/AACA Real Estate Long Short Fund (RAAAX)

Total Return: 15.13%

Guggenheim Alpha Opportunity Fund (SAOAX)

Total Return: 14.52%

* Annualized