Parvin Hedged Equity Solari World Fund (PHSWX) Alternatives
Parvin Hedged Equity Solari World Fund (PHSWX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PHSWX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PHSWX
PHSWX charges 0.01% annually. Among mutual funds in the Long-Short category, these options have the lowest expense ratios among PHSWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| MFS Managed Wealth Fund | 0.67% | Jun 26, 2014 | PHSWX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | Jan 20, 2026 | PHSWX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | Nov 1, 2009 | PHSWX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | Dec 30, 2012 | PHSWX vs BTPIX | |
| Hussman Strategic Growth Fund | 1.15% | Jul 24, 2000 | PHSWX vs HSGFX |
Best Risk-Adjusted Alternatives to PHSWX
Among mutual funds in the Long-Short category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | Dec 20, 2012 | PHSWX vs BDMIX | |
| AQR Long-Short Equity Fund | 94 | Jul 15, 2013 | PHSWX vs QLEIX | |
| AQR Long-Short Equity N | 93 | Jul 16, 2013 | PHSWX vs QLENX | |
| Vanguard Market Neutral Fund Institutional Shares | 93 | Oct 19, 1998 | PHSWX vs VMNIX | |
| Boston Partners Long/Short Equity Fund | 93 | Nov 16, 1998 | PHSWX vs BPLEX |
Top Performing PHSWX Alternatives (YTD)
PHSWX alternatives from the Long-Short category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Guggenheim Alpha Opportunity Fund | 10.14% | Jul 6, 2003 | PHSWX vs SAOAX | |
| PIMCO RAE Worldwide Long/Short PLUS Fund | 9.51% | Dec 3, 2014 | PHSWX vs PWLIX | |
| Vanguard Market Neutral Fund Institutional Shares | 6.12% | Oct 19, 1998 | PHSWX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 6.09% | Nov 11, 1998 | PHSWX vs VMNFX | |
| Invenomic Fund Institutional Class | 6.05% | Jun 19, 2017 | PHSWX vs BIVIX |
Lowest Volatility Alternatives to PHSWX
PHSWX alternatives from the Long-Short category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Managed Wealth Fund | 5.68% | Jun 26, 2014 | PHSWX vs MNWIX | |
| Neuberger Berman Long Short Fund | 6.34% | Dec 28, 2011 | PHSWX vs NLSIX | |
| Federated Hermes MDT Market Neutral A | 6.39% | Sep 30, 2008 | PHSWX vs QAMNX | |
| Knights of Columbus Long/Short Equity Fund | 6.52% | Dec 1, 2019 | PHSWX vs KCEIX | |
| AB Select US Long/Short Portfolio | 6.59% | Dec 11, 2012 | PHSWX vs ASILX |
Lowest Drawdown Alternatives to PHSWX
PHSWX alternatives from the Long-Short category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -3.50% | Dec 1, 2019 | PHSWX vs KCEIX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.60% | Dec 20, 2012 | PHSWX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.62% | Dec 11, 2012 | PHSWX vs ASILX | |
| Quantitative U.S. Long/Short Equity Portfolio | -4.15% | Sep 28, 2006 | PHSWX vs GTAPX | |
| Federated Hermes MDT Market Neutral A | -4.16% | Sep 30, 2008 | PHSWX vs QAMNX |
Often Compared With PHSWX
What investors most often compare with PHSWX, based on PortfoliosLab usage data.
Compare PHSWX with Any Fund or Stock
Compare PHSWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.