Our favorite Long-Short Equity funds: Fund Category: Long-Short Equity : Total Returns ( % ) Category Name: 1 Month: YTD: 3 Month: 1 Year: 3 Year: 5 Year: Long-Short.
As of 04/30/2017 1Yr 3Yr 5Yr 10Yr Since Inception 12/30/2008; Percentile Rank: 5: 6: 13: 0: 17: Absolute Rank: 15: 11: 14: N/A: 9: Total # of Funds in Category: 335.
The fund seeks capital appreciation. The Fund utilizes a long/short investment strategy through investments in equity securities, primarily common stocks of U.S. issuers.
The Overall Morningstar Rating™ is based on 166 long-short equity funds as of 3/31/17. The Fund’s Class I rating was 4 stars among 166, 5 stars among 81, and 4.
Long-Short Funds Can Steady Your Portfolio. Store Log in. SLIDE SHOW ... Still, a 2% to 3% expense ratio for long-short mutual funds is hard to swallow.
The Fund establishes long and short positions primarily in large-capitalization stocks of U.S. companies. The strategy seeks long-term capital appreciation through.
Long-Short Equity Handbook 2 Long-short equity funds take a net long stock position, meaning the total market risk from the long positions is not completely offset ….
A type of mutual fund that mimics some of the trading strategies typically employed by a hedge fund. Unlike most mutual funds, long/short funds use leverage.
29-10-1999 · The first short-only fund ... "There are unique requirements on funds that do long and short ... If you have any comments on mutual funds.
Objective. Seeks long-term capital appreciation Primary Portfolio. Long and short positions of equity and equity-related securities, and cash and cash equivalents.
03-08-2016 · Scary Results At Long-Short Equity Funds. ... But are long-short mutual funds a good way to achieve it? Consider what the funds do to reduce risk.
Mutual Fund Gains. A mutual fund must distribute net capital gains to shareholders at least once a year. Most mutual funds total up short- and long-term gains for the.
The Long/Short Equity Fund seeks to maximize returns with low correlation to equity markets and other asset classes.
Long/short equity was the approach behind the first-ever “hedged fund” in the 1940s, and it remains the most popular hedge-fund and alternative mutual-fund style.
We look at what a long/short strategy is, and how it is applied in mutual funds.
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Diamond Hill® Capital Management, Inc. is registered with the Securities & Exchange Commission (SEC) under the Investment Advisers Act of 1940.
Click to see more information on Long-Short Mutual Funds including returns, expenses and holdings.
CBRE Clarion Long/Short Fund A Liquid Approach to Alternatives Investing. The Fund's primary objective is to provide total return, consisting of capital appreciation.
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Long/Short mutual funds utilize leverage, derivatives, and short positions in order to maximize total returns, no matter the market conditions.