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 | 5.62% | 12.58% | 6.71% | Average | Low | 1.640% | $1.45B | |||
| AB Select US Long/Short Portfolio Class A ASLAX | 5.36% | 12.30% | 6.45% | Average | Low | 1.890% | $1.45B | |||
| AB Select US Long/Short Portfolio Class C ASCLX | 4.61% | 11.46% | 5.66% | Average | Low | 2.630% | $1.45B | |||
| AB Select US Long/Short Portfolio Class I ASILX | 5.71% | 12.63% | 6.76% | Average | Low | 1.580% | $1.45B | |||
| ABR 50/50 Volatility Fund Institutional Shares ABRSX | 7.71% | 11.94% | 3.28% | Average | High | 2.500% | $24.09M | |||
| ABR 50/50 Volatility Fund Investor Shares ABRJX | 7.42% | 11.66% | 2.99% | Average | High | 2.750% | $24.09M | |||
| ABR 75/25 Volatility Fund Institutional Shares VOLSX | 3.38% | 9.95% | 1.71% | Below Average | High | 1.750% | $118.29M | |||
| ABR 75/25 Volatility Fund Investor Shares VOLJX | 3.15% | 9.65% | 1.45% | Below Average | High | 2.000% | $118.29M | |||
| ABR Dynamic Blend Equity & Volatility Fund Institutional Shares ABRVX | −1.65% | 5.90% | −2.00% | Below Average | High | 2.000% | $101.66M | |||
| ABR Dynamic Blend Equity & Volatility Fund Investor Shares ABRTX | −1.86% | 5.63% | −2.24% | Below Average | High | 2.250% | $101.66M | |||
| Alger Dynamic Opportunities Fund Class A SPEDX | −3.85% | 10.74% | 0.48% | Below Average | Average | 1.670% | $199.71M | |||
| Alger Dynamic Opportunities Fund Class C ADOCX | −4.57% | 9.89% | −0.28% | Below Average | Average | 2.450% | $199.71M | |||
| Alger Dynamic Opportunities Fund Class Z ADOZX | −3.52% | 11.10% | 0.79% | Average | Average | 1.360% | $199.71M | |||
| AMG Veritas Global Real Return Fund - Class I BLUEX | 5.94% | 7.84% | 2.74% | Average | Above Average | 1.170% | $91.76M | |||
| AQR Long-Short Equity Fund Class I QLEIX | 3.52% | 19.53% | 22.59% | High | Average | 1.290% | $8.56B | |||
| AQR Long-Short Equity Fund Class N QLENX | 3.20% | 19.20% | 22.27% | High | Average | 1.570% | $8.56B | |||
| AQR Long-Short Equity Fund Class R6 QLERX | 3.59% | 19.63% | 22.70% | High | Average | 1.190% | $8.56B | |||
| Axs Adaptive Plus Fund Class I AXSPX | 13.04% | 11.02% | — | Average | Above Average | 1.990% | $32.94M | |||
| Boston Partners Long/Short Equity Fund Institutional Class BPLSX | 34.85% | 25.79% | 19.56% | High | Above Average | 1.700% | $347.16M | |||
| Boston Partners Long/Short Equity Fund Investor Class BPLEX | 34.49% | 25.46% | 19.26% | High | Above Average | 1.950% | $347.16M | |||
| Boston Partners Long/Short Research Fund Institutional Class BPIRX | 10.84% | 13.72% | 10.19% | Average | Below Average | 1.410% | $610.48M | |||
| Boston Partners Long/Short Research Fund Investor Class BPRRX | 10.53% | 13.45% | 9.92% | Average | Below Average | 1.660% | $610.48M | |||
| Calamos Phineus Long/Short Fund Class A CPLSX | 6.22% | 9.31% | 4.56% | Below Average | Average | 1.650% | $1.04B | |||
| Calamos Phineus Long/Short Fund Class C CPCLX | 5.41% | 8.50% | 3.77% | Below Average | Average | 2.400% | $1.04B | |||
| Calamos Phineus Long/Short Fund Class I CPLIX | 6.49% | 9.57% | 4.81% | Below Average | Average | 1.400% | $1.04B |
United States