Top 25 Long-Short Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2009-11-20
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Wegener Adaptive Growth WAGFX LO --- 1000 59.06 11.88 --- ---
Robeco Long/Short Eq I BPLSX LO --- 100000 119.47 11.84 13.77 13.24
Robeco Long/Short Eq Inv BPLEX LO --- 2500 117.60 11.37 13.38 13.01
Caldwell & Orkin Market Opportunity COAGX LO --- 25000 -3.13 8.14 5.66 4.43
TFS Market Neutral TFSMX LO --- 5000 27.44 8.01 9.49 ---
JPMorgan Market Neutral Instl JPMNX LO --- 3000000 11.86 5.99 4.97 3.50
Merger VL FVUSA04AQ8 LO --- --- 9.67 5.86 7.93 ---
Merger VL FVUSA04AQ8 LO --- --- 9.67 5.86 7.93 ---
Arbitrage I ARBNX LO --- 100000 16.93 5.55 4.93 ---
JPMorgan Market Neutral A JMNAX LO 5.25 1000 11.25 5.47 4.46 ---
JPMorgan Market Neutral A Load Waived JMNAX.LW LO --- 1000 11.25 5.47 4.24 ---
Arbitrage R ARBFX LO --- 2000 16.91 5.37 4.71 ---
JPMorgan Market Neutral B JMNBX LO --- 1000 10.71 4.93 3.95 ---
GMO Alpha Only IV GAPOX LO --- 125000000 -9.96 4.30 --- ---
GMO Alpha Only III GGHEX LO --- 0 -10.06 4.26 4.16 6.93
Managers AMG FQ Global Alternatives A MGAAX LO 5.75 2000 -2.28 4.24 --- ---
Managers AMG FQ Global Alternatives A LW MGAAX.LW LO --- 2000 -2.28 4.24 --- ---
Managers AMG FQ Global Alternatives C MGACX LO --- 2000 -3.07 3.44 --- ---
Merger MERFX LO --- 2000 6.31 3.31 4.37 4.82
Akros Absolute Return AARFX LO --- 2500 23.24 3.22 --- ---
Absolute Strategies I ASFIX LO --- 1000000 24.55 2.63 --- ---
Wasatch-1st Source Long/Short FMLSX LO --- 2000 43.05 2.52 5.26 ---
Absolute Strategies R ASFAX LO --- 250000 24.02 2.23 --- ---
Highbridge Statistical Mkt Neutral Sel HSKSX LO --- 1000000 -1.11 2.22 --- ---
Highbridge Statistical Mkt Neutral A HSKAX LO 5.25 10000 -1.35 1.98 --- ---
*10 year return calculated as of 2009-10-31