Long-Short Equity Funds
Long-short equity portfolios hold sizeable stakes in both long and short positions in equities, exchange traded funds, and related derivatives. Some funds that fall into this category will shift their exposure to long and short positions depending on their macro outlook or the opportunities they uncover through bottom-up research.
|
Name
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Morningstar Return Rating
Overall
|
Morningstar Risk Rating
Overall
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|---|
| AB Select US Long/Short Portfolio Advisor Class
ASYLX
| 8.40% | 13.49% | 7.57% | Average | Low | 1.610% | $1.50B | |||
| AB Select US Long/Short Portfolio Class A
ASLAX
| 8.10% | 13.19% | 7.31% | Average | Low | 1.860% | $1.50B | |||
| AB Select US Long/Short Portfolio Class C
ASCLX
| 7.31% | 12.36% | 6.51% | Average | Low | 2.610% | $1.50B | |||
| AB Select US Long/Short Portfolio Class I
ASILX
| 8.41% | 13.51% | 7.60% | Average | Below Average | 1.570% | $1.50B | |||
| ABR 50/50 Volatility Fund Institutional Shares
ABRSX
| 17.52% | 15.80% | 5.09% | Average | High | 2.500% | $26.42M | |||
| ABR 50/50 Volatility Fund Investor Shares
ABRJX
| 17.08% | 15.51% | 4.80% | Average | High | 2.750% | $26.42M | |||
| ABR 75/25 Volatility Fund Institutional Shares
VOLSX
| 14.07% | 13.35% | 3.88% | Below Average | Above Average | 1.750% | $124.61M | |||
| ABR 75/25 Volatility Fund Investor Shares
VOLJX
| 13.71% | 13.03% | 3.59% | Below Average | Above Average | 2.000% | $124.61M | |||
| ABR Dynamic Blend Equity & Volatility Fund Institutional Shares
ABRVX
| 7.22% | 8.14% | 0.08% | Below Average | High | 2.000% | $102.36M | |||
| ABR Dynamic Blend Equity & Volatility Fund Investor Shares
ABRTX
| 7.03% | 7.88% | −0.17% | Below Average | High | 2.250% | $102.36M | |||
| Alger Dynamic Opportunities Fund Class A
SPEDX
| 3.55% | 14.46% | 2.07% | Average | Average | 1.670% | $220.14M | |||
| Alger Dynamic Opportunities Fund Class C
ADOCX
| 2.78% | 13.60% | 1.28% | Average | Average | 2.450% | $220.14M | |||
| Alger Dynamic Opportunities Fund Class Z
ADOZX
| 3.89% | 14.84% | 2.37% | Average | Average | 1.360% | $220.14M | |||
| AMG Veritas Global Real Return Fund - Class I
BLUEX
| −4.01% | 4.67% | 0.95% | Below Average | Above Average | 1.170% | $85.67M | |||
| AQR Long-Short Equity Fund Class I
QLEIX
| 15.26% | 24.15% | 24.43% | High | Average | 1.290% | $9.49B | |||
| AQR Long-Short Equity Fund Class N
QLENX
| 14.90% | 23.82% | 24.10% | High | Average | 1.570% | $9.49B | |||
| AQR Long-Short Equity Fund Class R6
QLERX
| 15.31% | 24.24% | 24.53% | High | Average | 1.190% | $9.49B | |||
| Axs Adaptive Plus Fund Class I
AXSPX
| 24.16% | 13.15% | — | Average | Above Average | 1.990% | $35.21M | |||
| Boston Partners Long/Short Equity Fund Institutional Class
BPLSX
| 38.21% | 25.81% | 19.35% | High | Above Average | 1.700% | $329.51M | |||
| Boston Partners Long/Short Equity Fund Investor Class
BPLEX
| 37.92% | 25.49% | 19.07% | High | Above Average | 1.950% | $329.51M | |||
| Boston Partners Long/Short Research Fund Institutional Class
BPIRX
| 8.66% | 13.13% | 10.00% | Average | Below Average | 1.410% | $609.86M | |||
| Boston Partners Long/Short Research Fund Investor Class
BPRRX
| 8.38% | 12.85% | 9.73% | Average | Below Average | 1.660% | $609.86M | |||
| Calamos Phineus Long/Short Fund Class A
CPLSX
| 3.26% | 9.31% | 4.20% | Average | Average | 1.650% | $1.06B | |||
| Calamos Phineus Long/Short Fund Class C
CPCLX
| 2.48% | 8.52% | 3.42% | Below Average | Average | 2.400% | $1.06B | |||
| Calamos Phineus Long/Short Fund Class I
CPLIX
| 3.52% | 9.60% | 4.46% | Average | Average | 1.400% | $1.06B |
United States