Longshort Portfolio Longshort Fund Quote

GTAPX Fund  USD 13.50  0.07  0.52%   

Performance

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Odds Of Distress

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Long/short Portfolio is trading at 13.50 as of the 27th of February 2025; that is 0.52% increase since the beginning of the trading day. The fund's open price was 13.43. Long/short Portfolio has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
The fund normally invests at least 80 percent of the value of its net assets in long and short positions with respect to equity securities, such as common stocks, of public companies tied economically to the U.S. It will invest in companies with market capitalizations, at the time of purchase, that are within the market capitalization range of any stock in the Russell 3000 Index.. More on Longshort Portfolio Longshort

Moving together with Long/short Mutual Fund

  0.98NOVIX Glenmede InternationalPairCorr
  0.96GEQIX Equity Income PortfolioPairCorr
  0.99GWILX Woman In LeadershipPairCorr
  0.99RESGX Responsible Esg EquityPairCorr
  0.98GLSOX Secured Options PortfolioPairCorr
  0.98GQLVX Quantitative U SPairCorr

Moving against Long/short Mutual Fund

  0.43QLERX Aqr Long ShortPairCorr

Long/short Mutual Fund Highlights

Fund ConcentrationGlenmede Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Glenmede (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Longshort Portfolio Longshort [GTAPX] is traded in USA and was established 27th of February 2025. Long/short Portfolio is listed under Glenmede category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Glenmede family. This fund currently has accumulated 51.1 M in assets under management (AUM) with no minimum investment requirementsLong/short Portfolio is currently producing year-to-date (YTD) return of 1.27% with the current yeild of 0.02%, while the total return for the last 3 years was 6.98%.
Check Long/short Portfolio Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Long/short Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Long/short Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Longshort Portfolio Longshort Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Longshort Portfolio Longshort Mutual Fund Constituents

WMWaste ManagementStockIndustrials
ABMABM Industries IncorporatedStockIndustrials
WATWatersStockHealth Care
BBYBest Buy CoStockConsumer Discretionary
MEIMethode ElectronicsStockInformation Technology
LENLennarStockConsumer Discretionary
EWBCEast West BancorpStockFinancials
BAThe BoeingStockIndustrials
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Long/short Portfolio Risk Profiles

Long/short Portfolio Against Markets

Other Information on Investing in Long/short Mutual Fund

Long/short Portfolio financial ratios help investors to determine whether Long/short Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Long/short with respect to the benefits of owning Long/short Portfolio security.
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Pair Correlation
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