The Best Long-Short Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Long-Short mutual funds.
- Number of Funds
- 56
- Avg. Expense Ratio
- 1.86%
- Avg. Yield
- 4.38%
- Avg. 1 Year Return
- 13.49%
- Median Risk/Return Score
- 38 / 100
The Best Long-Short Mutual Funds
55 results
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Long-Short Mutual funds by Risk/Return Score
The top Long-Short Mutual funds by PortfoliosLab Risk/Return Score are BPLEX (98) and VMNIX (97).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund Investor Cl... | 98 | — | Nov 1998 | |
| Vanguard Market Neutral Fund Institutional Shares | 97 | — | Oct 1998 | |
| Vanguard Market Neutral Fund Investor Shares | 97 | 601.30M | Nov 1998 | |
| John Hancock Disciplined Value Global Long/Short F... | 95 | — | Apr 2014 | |
| John Hancock Disciplined Value Global Long/Short F... | 95 | — | Dec 2013 |
Best-Performing Long-Short Mutual funds Over 5 Years
The top Long-Short Mutual funds is BPLEX (27.34%).
Across the lineup, Long-Short Mutual funds show an average 1-year return of 13.49% and an average 5-year return of 8.72%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund Investor Cl... | 27.34% | — | Nov 1998 | |
| AQR Long-Short Equity Fund | 23.31% | — | Jul 2013 | |
| AQR Long-Short Equity Fund Class N | 22.98% | — | Jul 2013 | |
| Counterpoint Tactical Equity Fund | 19.98% | — | Nov 2015 | |
| Invenomic Fund Institutional Class | 16.39% | — | Jun 2017 |
Lowest-Cost Long-Short Mutual funds
The top Long-Short Mutual funds is PHSWX (0.01%).
With an average expense ratio of 1.86%, Long-Short Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 12.07M | Jan 2026 | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 |
Highest-Yield Long-Short Mutual funds
The top Long-Short Mutual funds is LSOFX (31.65%).
Across the lineup, Long-Short Mutual funds show an average dividend yield of 4.38%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| LS Opportunity Fund - Institutional Class | 31.65% | — | Sep 2010 | |
| Multi-Manager Directional Alternative Strategies F... | 21.52% | — | Jan 2017 | |
| LoCorr Dynamic Equity Fund | 19.02% | — | May 2013 | |
| Quantitative U.S. Long/Short Equity Portfolio | 15.07% | — | Sep 2006 | |
| AB Select US Long/Short Portfolio | 12.42% | — | Dec 2012 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
QLEIX vs. SPYQLEIX vs. VOOQLEIX vs. WFIVXQLEIX vs. QMNIXQLEIX vs. QQQQLENX vs. QMNNXQLENX vs. SPYQLENX vs. CLOBQLENX vs. CLOIQLENX vs. QNZNXVMNFX vs. BDMIXVMNFX vs. VMVFXVMNFX vs. VIPIXVMNFX vs. SPYVMNFX vs. VIMAXBPLEX vs. BPIRXBPLEX vs. CPLIXBPLEX vs. CLSEBPLEX vs. BLNDXBPLEX vs. FTLSCPIEX vs. QMNNXCPIEX vs. SPYCPIEX vs. MMTMCPIEX vs. VOOCPIEX vs. BRK-BNLSIX vs. CPLIXNLSIX vs. CLSENLSIX vs. MTMIXNLSIX vs. PCRIXNLSIX vs. CSHIBIVRX vs. FSCEXBIVRX vs. PRWCXBIVRX vs. USNQXBIVRX vs. TMFBIVRX vs. SPYQAMNX vs. BDMIXQAMNX vs. GTAPXQAMNX vs. SNOIXQAMNX vs. QMNNXQAMNX vs. SPYVMNIX vs. IMMXVMNIX vs. QQQVMNIX vs. VIMAXVMNIX vs. QNZIXVMNIX vs. VIGAXLONGX vs. QMHIXLONGX vs. DFFVXLONGX vs. MBXIXLONGX vs. VOOLONGX vs. AQMIX