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
- 59
- Avg. Expense Ratio
- 1.89%
- Avg. Yield
- 4.41%
- Avg. 1 Year Return
- 13.49%
- Median Risk/Return Score
- 36 / 100
The Best Long-Short Mutual Funds
58 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 JAKVX (95) and JAKRX (95).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| John Hancock Disciplined Value Global Long/Short F... | 95 | — | Apr 2014 | |
| John Hancock Disciplined Value Global Long/Short F... | 95 | — | Dec 2013 | |
| Boston Partners Long/Short Equity Fund | 93 | — | Nov 1998 | |
| BlackRock Global Long/Short Equity Fund Class I | 93 | — | Dec 2012 | |
| Gotham Absolute Return Fund | 88 | — | Aug 2012 |
Best-Performing Long-Short Mutual funds Over 5 Years
The top Long-Short Mutual funds is BPLEX (23.92%).
Across the lineup, Long-Short Mutual funds show an average 1-year return of 13.49% and an average 5-year return of 8.08%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 23.92% | — | Nov 1998 | |
| Counterpoint Tactical Equity Fund | 23.46% | — | Nov 2015 | |
| AQR Long-Short Equity Fund | 21.76% | — | Jul 2013 | |
| AQR Long-Short Equity N | 21.46% | — | Jul 2013 | |
| Gotham Absolute Return Fund | 14.04% | — | Aug 2012 |
Lowest-Cost Long-Short Mutual funds
The top Long-Short Mutual funds is PHSWX (0.01%).
With an average expense ratio of 1.89%, 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% | 11.58M | 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 OASDX (24.94%).
Across the lineup, Long-Short Mutual funds show an average dividend yield of 4.41%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Oakhurst Strategic Defined Risk Fund | 24.94% | — | May 2017 | |
| Multi-Manager Directional Alternative Strategies F... | 21.50% | — | Jan 2017 | |
| LoCorr Dynamic Equity Fund | 19.10% | — | May 2013 | |
| Quantitative U.S. Long/Short Equity Portfolio | 15.67% | — | Sep 2006 | |
| AB Select US Long/Short Portfolio | 12.58% | — | 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. QQQQLEIX vs. PRPFXQLENX vs. QMNNXQLENX vs. SPYQLENX vs. CLOIQLENX vs. CLOBQLENX vs. CPERBDMIX vs. SPYBDMIX vs. BDMAXBDMIX vs. CMNIXBDMIX vs. FFSIXBDMIX vs. VOOVMNFX vs. VMNIXVMNFX vs. VMVFXVMNFX vs. VIPIXVMNFX vs. SPYVMNFX vs. VOOCPIEX vs. QMNNXCPIEX vs. SPYCPIEX vs. MMTMCPIEX vs. BRK-BCPIEX vs. VOOBPLEX vs. BPIRXBPLEX vs. CPLIXBPLEX vs. CLSEBPLEX vs. BLNDXBPLEX vs. FTLSBIVRX vs. FSCEXBIVRX vs. PRWCXBIVRX vs. USNQXBIVRX vs. TMFBIVRX vs. BTC-USDNLSIX vs. CPLIXNLSIX vs. CLSENLSIX vs. MTMIXNLSIX vs. PCRIXNLSIX vs. SPYQAMNX vs. GTAPXQAMNX vs. SNOIXQAMNX vs. QMNNXQAMNX vs. SPYQAMNX vs. NELIXLONGX vs. DFFVXLONGX vs. QMHIXLONGX vs. MBXIXLONGX vs. VOOLONGX vs. AQMIX