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®

Logan Capital Long/Short Fund (LGNMX)

Performance (1-yr.): 17.80% Expenses: 2.53%
Performance (1-mo.): 1.14% Total Assets: $6.44M
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LS Opportunity (LSOFX)

Performance (1-yr.): 16.61% Expenses: 1.96%
Performance (1-mo.): 4.25% Total Assets: $174.06M
See all details for LSOFX »

LS Theta Fund (LQTIX)

Performance (1-yr.): Expenses: 1.25%
Performance (1-mo.): 1.39% Total Assets: $10.38M
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Madison Covered Call & Equity Income Fund (MENAX)

Performance (1-yr.): 14.61% Expenses: 1.26%
Performance (1-mo.): 0.69% Total Assets: $39.96M
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MainStay Marketfield Fund (MFADX)

Performance (1-yr.): 4.66% Expenses: 2.12%
Performance (1-mo.): 1.42% Total Assets: $20.05B
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M.D. Sass Equity Income Plus Fund (MDEIX)

Performance (1-yr.): 17.28% Expenses: 0.75%
Performance (1-mo.): 3.03% Total Assets: $77.26M
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Natixis ASG Tactical U.S. Market Fund (USMAX)

Performance (1-yr.): Expenses: 1.43%
Performance (1-mo.): 2.47% Total Assets: $44.85M
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Navigator Equity Hedged Fund (NAVAX)

Performance (1-yr.): 11.53% Expenses: 1.74%
Performance (1-mo.): 1.02% Total Assets: $84.44M
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Neuberger Berman Long Short Fund (NLSAX)

Performance (1-yr.): 9.82% Expenses: 1.96%
Performance (1-mo.): 0.94% Total Assets: $3.02B
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Neuberger Berman Long Short Multi-Manager Fund (NLMAX)

Performance (1-yr.): Expenses: 2.87%
Performance (1-mo.): 1.27% Total Assets: $29.09M
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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