Top 48 Market Neutral Funds and ETFs in 2020 - MutualFunds.com

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Top 48 Market Neutral Funds and ETFs in 2020

Market Neutral Funds and ETFs are mutual funds that will go long and short various stocks in equal proportion. They are different from the so-called 130/30 funds and long/short funds. The market-neutral strategy aims to generate constant and steady returns throughout various market cycles. These funds are actively managed.
To find out detailed information on Market Neutral Funds in the U.S. that are appropriately tagged by our analysts, click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, number of holdings, breakdown of weights by each sector and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”.

Last Updated 10/01/20

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Overview

This is a list of Market Neutral Funds and ETFs Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Market Neutral Funds and ETFs Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Market Neutral Funds and ETFs Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Market Neutral Funds and ETFs Funds.

Dividend

This page includes relevant dividend information on Market Neutral Funds and ETFs Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Market Neutral Funds and ETFs Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Market Neutral Funds and ETFs Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Market Neutral Funds and ETFs Funds.

Fund Name Share Class & Symbol Fund Company Name Primary Theme Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Theme Exp Ratio Primary Manager Tenure (yrs)
Vanguard Total Stock Market Index Fund Inv (VTSMX) Vanguard $974,249.86 21.16% 48.79% 0.14% N/A
Vanguard 500 Index Fund Inv (VFINX) Vanguard $596,530.80 21.77% 49.43% 0.14% N/A
Vanguard Total Intl Stock Idx Fund Inv (VGTSX) Vanguard $427,699.62 8.62% 74.28% 0.17% N/A
Vanguard Total Bond Market Index Fund Inv (VBMFX) Vanguard $288,370.86 6.21% 62.72% 0.15% N/A
Fidelity® 500 Index Fund Other (FXAIX) Fidelity Investments $259,215.57 21.92% 13.03% 0.02% 11.59
Vanguard Institutional Index Fund Inst (VINIX) Vanguard $249,517.27 21.92% 54.45% 0.04% N/A
American Funds The Growth Fund of America® A (AGTHX) American Funds $235,451.29 37.07% 34.82% 0.63% 26.85
iShares Core S&P 500 ETF N/A (IVV) iShares $220,433.92 21.91% N/A 0.04% 12.67
Goldman Sachs Financial Square Government Fund Inst (FGTXX) Goldman Sachs $218,172.90 0.98% 4.26% 0.18% 27.42
Fidelity® Government Cash Reserves Other (FDRXX) Fidelity Investments $203,097.32 0.78% 33.89% 0.38% 13.6
Vanguard Total Bond Market II Index Fund Inv (VTBIX) Vanguard $201,841.63 5.91% 75.06% 0.09% N/A
Fidelity® Government Money Market Fund Other (SPAXX) Fidelity Investments $198,400.65 0.75% 92.96% 0.42% 13.18
Vanguard Federal Money Market Fund Inv (VMFXX) Vanguard $197,524.61 1.03% 94.07% 0.11% N/A
JPMorgan U.S. Government Money Market Fund Retirement (OGVXX) JPMorgan $180,916.55 0.94% 82.59% 0.20% 11.14
American Funds American Balanced Fund® A (ABALX) American Funds $171,431.98 11.88% 29.07% 0.58% 21.68
American Funds EuroPacific Growth Fund® A (AEPGX) American Funds $167,896.08 18.65% 49.33% 0.84% 18.59
Fidelity® Investments Money Market Funds Government Portfolio A (FIGXX) Fidelity Investments $163,667.26 0.92% 13.52% 0.21% 17.18
Vanguard Total International Bond Index Fund Inv (VTIBX) Vanguard $154,430.13 0.83% 80.39% 0.13% N/A
Wells Fargo Government Money Market Fund S (NWGXX) Wells Fargo $151,733.87 0.70% 97.96% 0.51% 13.18
BlackRock Liquidity Funds FedFund Inst (TFDXX) BlackRock $144,928.66 0.95% 73.89% 0.19% N/A
Fund Name YTD YTD Rank in Primary Theme 1 Year Return 1 Year Rank in Primary Theme 3 Year Return 3 Year Rank in Primary Theme
Fund Name 5 Year Return 5 Year Rank in Primary Theme 10 Year Return 10 Year Rank in Primary Theme Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

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