Best- and worst-performing alternatives mutual funds
Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* Highland Long/Short Healthcare Fund…
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Highland Long/Short Healthcare Fund A (HHCAX) | $277.8 | 36.62% | 7.64% | 13.03% | 2.92% |
| Gotham Enhanced Return Fund Institutional (GENIX) | $801.9 | 33.29% | N/A | N/A | 3.62% |
| MainStay U.S. Equity Opportunities Fund I (MYCIX) | $428.5 | 25.78% | 19.34% | 19.20% | 2.36% |
| American Century Core Equity Plus Fund A (ACPQX) | $150.8 | 23.07% | N/A | N/A | 2.12% |
| Gotham Absolute Return Fund Institutional (GARIX) | $1,543.0 | 21.21% | N/A | N/A | 3.24% |
| JPMorgan US Dynamic Plus Fund Select (JILSX) | $270.2 | 20.18% | 16.04% | 16.55% | 1.75% |
| Convergence Core Plus Fund Institutional (MARNX) | $321.8 | 18.74% | 17.01% | N/A | 2.21% |
| Virtus Dynamic AlphaSector Fund A (EMNAX) | $2,690.4 | 17.41% | 11.68% | 6.33% | 3.06% |
| Highland Long/Short Equity Fund Z (HEOZX) | $1,064.4 | 14.60% | 6.90% | 7.12% | 2.37% |
| Robeco Boston Partners Long/Short Research Fund Institutional (BPIRX) | $4,402.7 | 13.89% | 10.87% | N/A | 2.75% |
| Bottom 5 | |||||
| Direxion Indexed Managed Futures Strategy A (DXMAX) | $102.6 | -12.93% | N/A | 0.00% | 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/A | 1.57% |
| Altegris Macro Strategy Fund I (MCRIX) | $127.5 | -5.96% | -7.01% | N/A | 2.09% |
| Pacific Life Currency Strategies P | $135.2 | -5.71% | N/A | N/A | 0.88% |
| Total/average | $318,388.9 | 3.99% | 3.29% | 5.72% | 2.09% |
| LIBOR USD 3 Months | 0.25% | 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
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