Waycross Long/Short Equity Fund (WAYEX) 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 WAYEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WAYEX
WAYEX charges 2.27% annually. There are 51 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | WAYEX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | WAYEX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 11.94M | Jan 2026 | WAYEX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | WAYEX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | WAYEX vs BTPIX |
Best Risk-Adjusted Alternatives to WAYEX
WAYEX has a PortfoliosLab risk / return rank of 24. There are 28 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | — | Dec 2012 | WAYEX vs BDMIX | |
| Boston Partners Long/Short Equity Fund | 94 | — | Nov 1998 | WAYEX vs BPLEX | |
| Persimmon Long/Short Fund | 88 | — | Dec 2012 | WAYEX vs LSEIX | |
| Vanguard Market Neutral Fund Institutional Shares | 88 | — | Oct 1998 | WAYEX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 88 | 561.90M | Nov 1998 | WAYEX vs VMNFX |
Top Performing WAYEX Alternatives (YTD)
WAYEX is at 0.00% YTD. There are 35 mutual funds in the Long-Short category with higher YTD returns, going as high as 14.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ACM Dynamic Opportunity Fund | 14.62% | — | Jan 2015 | WAYEX vs ADOIX | |
| Vanguard Market Neutral Fund Institutional Shares | 14.39% | — | Oct 1998 | WAYEX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 14.39% | 561.90M | Nov 1998 | WAYEX vs VMNFX | |
| CRM Long/Short Opportunities Fund | 13.95% | — | Aug 2016 | WAYEX vs CRIHX | |
| Boston Partners Long/Short Equity Fund | 13.85% | — | Nov 1998 | WAYEX vs BPLEX |
Lowest Volatility Alternatives to WAYEX
WAYEX has 7.93% 1-year volatility. There are 16 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.29% | — | Dec 2011 | WAYEX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.56% | — | Dec 2012 | WAYEX vs ASILX | |
| MFS Managed Wealth Fund | 5.86% | — | Jun 2014 | WAYEX vs MNWIX | |
| Knights of Columbus Long/Short Equity Fund | 6.07% | — | Dec 2019 | WAYEX vs KCEIX | |
| Wilmington Global Alpha Equities Fund | 6.17% | — | Jan 2012 | WAYEX vs WRAIX |
Lowest Drawdown Alternatives to WAYEX
WAYEX has a 1-year max drawdown of -8.05%. There are 29 mutual funds in the Long-Short category with shallower 1-year drawdowns, going as shallow as -2.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -2.82% | — | Dec 2019 | WAYEX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | WAYEX vs GTAPX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.24% | — | Dec 2012 | WAYEX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | WAYEX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | WAYEX vs GARIX |
Other Mutual Funds from Waycross
The 1 most viewed Waycross mutual funds shown here include WAYFX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Waycross Focused Core Equity Fund | Large Cap Blend Equities | 23 | 1.71% | — | Dec 2020 | WAYEX vs WAYFX |
Often Compared With WAYEX
Investors most often compare WAYEX with CPLIX, QLEIX, BIVIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare WAYEX with Any Fund or Stock
Compare WAYEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WAYEX with funds that move differently
Waycross Long/Short Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WAYEX.
Explore WAYEX Diversifiers