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 A
ASLAX
| 22.75% | 6.74% | 9.75% | Above Average | Below Average | 1.890% | 1.48 Bil | ||
| AB Select US Long/Short Advisor
ASYLX
| 23.02% | 6.98% | 10.02% | Above Average | Below Average | 1.630% | 1.48 Bil | ||
| AB Select US Long/Short C
ASCLX
| 21.84% | 5.93% | 8.93% | Average | Below Average | 2.630% | 1.48 Bil | ||
| AB Select US Long/Short I
ASILX
| 23.07% | 7.05% | 10.07% | Above Average | Below Average | 1.580% | 1.48 Bil | ||
| ABR 50/50 Volatility Instl
ABRSX
| 28.30% | 4.29% | 11.27% | Above Average | High | 2.500% | 52.78 Mil | ||
| ABR 50/50 Volatility Investor
ABRJX
| 28.08% | 4.04% | 11.01% | Above Average | High | 2.750% | 52.78 Mil | ||
| ABR 75/25 Volatility Institutional
VOLSX
| 27.33% | 3.18% | — | Average | High | 1.750% | 296.77 Mil | ||
| ABR 75/25 Volatility Investor
VOLJX
| 27.18% | 2.91% | — | Average | High | 2.000% | 296.77 Mil | ||
| ABR Dynamic Blend Equity & Volatil Instl
ABRVX
| 20.77% | −1.37% | 10.57% | Average | Above Average | 2.000% | 100.40 Mil | ||
| ABR Dynamic Blend Equity & Volatil Inv
ABRTX
| 20.47% | −1.63% | 10.29% | Average | Above Average | 2.250% | 100.40 Mil | ||
| AMG Veritas Global Real Return I
BLUEX
| 16.67% | 1.88% | 10.81% | Above Average | Above Average | 1.160% | 104.62 Mil | ||
| AQR Long-Short Equity I
QLEIX
| 23.60% | 25.17% | 15.94% | High | Average | 1.320% | 1.96 Bil | ||
| AQR Long-Short Equity N
QLENX
| 23.36% | 24.88% | 15.65% | High | Average | 1.570% | 1.96 Bil | ||
| AQR Long-Short Equity R6
QLERX
| 23.77% | 25.28% | 16.06% | High | Average | 1.220% | 1.96 Bil | ||
| AQR Trend Total Return Class I
QNZIX
| — | 35.15% | — | — | — | — | 1.270% | 46.98 Mil | |
| AQR Trend Total Return Class N
QNZNX
| — | 34.72% | — | — | — | — | 1.520% | 46.98 Mil | |
| AQR Trend Total Return Class R6
QNZRX
| — | 35.12% | — | — | — | — | 1.170% | 46.98 Mil | |
| AXS Adaptive Plus I
AXSPX
| — | 20.41% | — | — | — | — | 2.050% | 58.20 Mil | |
| Alger Dynamic Opportunities A
SPEDX
| 26.44% | −1.57% | 10.06% | Average | Average | 1.610% | 201.64 Mil | ||
| Alger Dynamic Opportunities C
ADOCX
| 25.55% | −2.31% | 9.22% | Average | Average | 2.380% | 201.64 Mil | ||
| Alger Dynamic Opportunities Z
ADOZX
| 26.88% | −1.27% | 10.38% | Average | Average | 1.370% | 201.64 Mil | ||
| Allspring Global Long/Short Equity A
AGAQX
| 17.33% | 4.66% | 4.44% | Below Average | Average | 1.740% | 482.05 Mil | ||
| Allspring Global Long/Short Equity C
ASGCX
| 17.22% | — | — | Below Average | Below Average | 2.490% | 482.05 Mil | ||
| Allspring Global Long/Short Equity Inst
AGAZX
| 17.66% | 5.01% | 4.78% | Below Average | Average | 1.420% | 482.05 Mil | ||
| Allspring Global Long/Short Equity R6
AGAWX
| 17.87% | 5.08% | 4.87% | Below Average | Average | 1.320% | 482.05 Mil |
United States