Long-Short Equity - Mutual Funds

Ticker Name Year to Date Price Return Correlation Fund Size Adjusted Expense Ratio
ABRTX ABR Dynamic Blend Equity & Volatil Inv -0.2% 26.6% $83.6M 2.2%
BIVIX Invenomic Institutional -0.8% 19.6% $984.0M 2.2%
BIVRX Invenomic Investor -1.1% 19.5% $984.0M 2.5%
BIVSX Invenomic Super Institutional -0.6% 17.8% $984.0M 2.0%
CRIHX CRM Long/Short Opportunities Instl -1.8% 71.4% $360.9M 1.6%
SAOIX NAA Opportunity Institutional -2.7% 56.5% $34.7M 1.4%
WALSX Wasatch Long/Short Alpha Investor -9.3% 71.3% $40.3M 1.6%
WGLSX Wasatch Long/Short Alpha Institutional -9.2% 71.1% $40.3M 1.5%