Market Neutral
Market neutral portfolios seek income while maintaining low correlation to fluctuations in market conditions. Market neutral portfolios typically hold 50% of net assets in long positions and 50% of net assets in short positions in order to deliver positive returns regardless of the direction of the market. This category is only used in Morningstar's custom fund and separate account databases. Morningstar®
| Performance (1-yr.): 1.73% |
Expenses: 2.08% |
| Performance (1-mo.): 1.45% |
Total Assets: $126.93M |
| Performance (1-yr.): 9.35% |
Expenses: 2.26% |
| Performance (1-mo.): 1.66% |
Total Assets: $7.81M |
| Performance (1-yr.): 0.29% |
Expenses: 1.60% |
| Performance (1-mo.): 0.48% |
Total Assets: $30.14M |
| Performance (1-yr.): 2.75% |
Expenses: 1.55% |
| Performance (1-mo.): 0.99% |
Total Assets: $5.44M |
| Performance (1-yr.): — |
Expenses: 1.90% |
| Performance (1-mo.): 0.39% |
Total Assets: $8.3M |
| Performance (1-yr.): 2.32% |
Expenses: 2.22% |
| Performance (1-mo.): 0.38% |
Total Assets: $45.11M |
| Performance (1-yr.): 2.52% |
Expenses: 1.88% |
| Performance (1-mo.): 0.49% |
Total Assets: $14.62M |
| Performance (1-yr.): 2.28% |
Expenses: 1.29% |
| Performance (1-mo.): 0.18% |
Total Assets: $2.63B |
| Performance (1-yr.): 0.27% |
Expenses: 1.44% |
| Performance (1-mo.): 0.20% |
Total Assets: $51.05M |
| Performance (1-yr.): 0.60% |
Expenses: 1.46% |
| Performance (1-mo.): 0.24% |
Total Assets: $2.93B |
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- Top Performing Market Neutral Funds as of 05.03.2013
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