Best- and worst-performing alternatives mutual funds

By category, ranked by one year total returns

Jun 15, 2014 @ 5:30 pm

Top 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Highland Long/Short Healthcare Fund A (HHCAX)$277.836.62%7.64%13.03%2.92%
Gotham Enhanced Return Fund Institutional (GENIX)$801.933.29%N/AN/A3.62%
MainStay U.S. Equity Opportunities Fund I (MYCIX)$428.525.78%19.34%19.20%2.36%
American Century Core Equity Plus Fund A (ACPQX)$150.823.07%N/AN/A2.12%
Gotham Absolute Return Fund Institutional (GARIX)$1,543.021.21%N/AN/A3.24%
JPMorgan US Dynamic Plus Fund Select (JILSX)$270.220.18%16.04%16.55%1.75%
Convergence Core Plus Fund Institutional (MARNX)$321.818.74%17.01%N/A2.21%
Virtus Dynamic AlphaSector Fund A (EMNAX)$2,690.417.41%11.68%6.33%3.06%
Highland Long/Short Equity Fund Z (HEOZX)$1,064.414.60%6.90%7.12%2.37%
Robeco Boston Partners Long/Short Research Fund Institutional (BPIRX)$4,402.713.89%10.87%N/A2.75%
Bottom 5
Direxion Indexed Managed Futures Strategy A (DXMAX)$102.6-12.93%N/A0.00%1.45%
Forward Credit Analysis Long/Short Fund Inv (FLSRX)$111.1-10.15%2.50%5.98%1.84%
Columbia Absolute Return Enhanced Multi-Strategy Z (CEMZX)$143.4-6.22%0.08%N/A1.57%
Altegris Macro Strategy Fund I (MCRIX)$127.5-5.96%-7.01%N/A2.09%
Pacific Life Currency Strategies P$135.2-5.71%N/AN/A0.88%
Total/average$318,388.93.99%3.29%5.72%2.09%
LIBOR USD 3 Months0.25%0.33%0.34%

Assets as of April 30, returns as of June 3. Distinct classes and funds with $100 million portfolio minimum only. Excludes leveraged and inverse funds. Funds closed to new investors have been omitted for the top-10 grouping. Rankings are based on unrounded figures. Three and five-year returns are annualized. In case of multiple share classes, the oldest share class is listed. N/A = not available (fund has been in operation for less than the year indicated). *Net prospectus Source: Lipper

Featured video

INTV

Why some retirement plan advisers think Fidelity is invading their turf

InvestmentNews editor Frederick P. Gabriel Jr. and reporter Greg Iacurci talk about this week's cover story that looks at whether Fidelity Investments is stepping on the toes of retirement plan advisers.

Latest news & opinion

Speculation mounts on whether others will follow UBS' latest move to prevent brokers from leaving

UBS brokers must sign a 12-month non-solicit agreement if they want their 2017 bonuses.

Maryland jumps into fiduciary fray with legislation requiring brokers to act in best interests of clients

Legislation requires brokers to act in the best interests of clients.

8 apps advisers love for getting stuff done

Smartphone apps that advisers are using in 2018 to run their business more efficiently.

Galvin's DOL fiduciary rule enforcement triggers industry plea for court decision

Plaintiffs warned the Fifth Circuit that Massachusetts' move against Scottrade signaled that the partially implemented regulation can raise costs for financial firms.

Social Security underpaid 82% of dually entitled widows and widowers

Agency failed to tell survivors that they could switch to a higher retirement benefit later.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print