These mutual funds usually combine traditional long funds with short funds that allow fund managers to profit even when stocks decline. Long-short funds have performed better than every other category of stock funds observed by Morningstar.Salisbury...
and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly...
Guggenheim Long Short Equity Fund has an expense ratio of 1.49 percent. Net Expense Ratio 1.49 Category Average: 1.91%* Management 0.9 Category Average: 1.22%* SEE MORE RYQTX FEES Updated 10/31/23 Risk Risk is Average compared to funds in the same category according to Morningstar. ...
Guggenheim Long Short Equity Fund has an expense ratio of 1.76 percent. Net Expense Ratio 1.76 Category Average: 1.91%* Management 0.9 Category Average: 1.22%* SEE MORE RYAMX FEES Updated 10/31/23 Risk Risk is Average compared to funds in the same category according to Morningstar. ...
Looking at the big picture, U.S. equity funds totaled $2.9 billion in outflows, which was modest in comparison to October’s $14.5 billion in outflows. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance of the fund, and net...
Contact Us MUTUAL FUNDS Total Return Bond Fund Municipal Bond Fund Multisector Bond Fund ETFs Short Term Bond ETF ©2025 PT Asset Management, LLC. All Rights Reserved. Terms & Conditions Privacy Policy Form ADV Form CRS The Morningstar Rating™ for funds, or “star rating”, is...
As of August 16, 2024, Rydex Series Funds - Guggenheim Long Short Equity Fund has gone out of business. ?Rydex Series Funds - Guggenheim Long Short Equity Fund is an open-end equity mutual fund launched and managed by Security Investors, LLC. It invests in public equity markets of the Uni...
Long & Short Term Perspectives.(March 27, 2020)Proj Ann Return (PAR):Long term return forecast based on fundamental analysis and five year time horizon.Quality:Percentile ranking of composite that includes financial strength, earnings stability and relative growth & profitability.MANIFESTRanking:Combinat...
For its equity portion, the fund takes long and short positions and invests directly, through funds and through derivatives such as swaps in stocks of companies operating across diversified sectors. It invests in value and growth stocks of companies across diverse market capitalizations. For its ...
Morningstar Global Long/Short Equity Index uses historical und data dating back to the Fund’s inception. Funds that have been liquidated or merged are included in analysis. The inception o the index is determined by the date at which the benchmark obtains fve or more constituents, without al...