Morningstar

Persimmon Long/Short Fund Class I Shares LSEIX

Morningstar Medalist Rating
Medalist Rating as of | See Persimmon Funds Investment Hub
  • NAV / 1-Day Return 18.84  /  −0.42 %
  • Total Assets 28.5M
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 2.130%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Equity Hedged
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 509%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:47 AM GMT+0

Morningstar’s Analysis LSEIX

Will LSEIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSEIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LSEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Persimmon Long/Short I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LSEIX

More LSEIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.51 3M
Technology

NVIDIA Corp

6.05 3M
Technology

Microsoft Corp

4.57 2M
Technology

Us Dollar Broker

3.86 2M
Cash and Equivalents

Amazon.com Inc

3.85 2M
Consumer Cyclical

Alphabet Inc Class A

3.64 2M
Communication Services

Broadcom Inc

2.83 1M
Technology

Alphabet Inc Class C

2.53 1M
Communication Services

S&P 500 Index 04/17/2026 6635 Put

2.41 1M
—

Berkshire Hathaway Inc Class B

1.59 714,966
Financial Services

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