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Understanding The Long/Short Funds Category: Infographic

First published: September 12, 2016

The objective of the long/short equity fund is to provide positive returns whether markets rise or fall. That’s a relatively new concept, and one that financial advisors have gravitated to as a means of keeping clients from heading for the exits during volatile markets. But the number of funds in the Morningstar Alternative Category, Long/Short Equity has ballooned in the years since the 2008 financial crisis.

In 2016, Morningstar reorganized its alternatives categories in an attempt to streamline advisors' screening of long/short equity funds. This infographic (download PDF) covers the highlights.

Even after the restructuring, there continues to be a wide performance difference between the top performing and bottom-performing fund in the category, reflecting the variety of strategies used.

Advisors interested in evaluating and comparing long/short equity funds will need to focus on educating themselves on how products differ.

Download the infographic.

Print the infographic.

To learn more about long/short investing or our Calamos Phineus Long/Short Fund, talk to your Calamos Investment Consultant at 888-571-2567 or caminfo@calamos.com.

Understanding The Long Short Funds Category Infographic


The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice.

As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging markets may present additional risk due to potential for greater economic and political instability in less developed countries.

Before investing carefully consider the fund’s investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information or call 1-800-582-6959. Read it carefully before investing.

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