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SPEDX vs MLSAX
Both MLSAX and SPEDX are mutual funds. MLSAX has a higher 5-year return than SPEDX (16.04% vs 15.66%). MLSAX has a higher expense ratio than SPEDX (1.24% vs 0.92%). Below is the comparison between MLSAX and SPEDX.
|Segment||Alternative: Long-Short Equity||Alternative: Long-Short Equity|
The Fund seeks long-term capital appreciation and a total return greater than that of the S&P 500 Index, by investing primarily in swaps on the Index and taking long and short positions in the equity securities of publicly-traded U.S. companies.
MLSAX performance & returns
Top 10 Holdings (49.85% of Total Assets)
|Alphabet Inc A||GOOGL||6.61%|
|Visa Inc Class A||V||4.31%|
|NextEra Energy Inc||NEE||4.30%|
|NICE Ltd ADR||NICE||4.11%|
|Trane Technologies PLC||TT||3.95%|
|Air Products & Chemicals Inc||APD||3.90%|
|UnitedHealth Group Inc||UNH||3.65%|
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The Fund seeks long-term capital appreciation with emphasis on risk-adjusted returns and lower volatility. The Fund invests primarily in US and foreign equity securities (i.e., taking long positions). The Fund also identifies securities that it believes will underperform and will sell these securities short.
SPEDX performance & returns
Top 10 Holdings (25.56% of Total Assets)
|Wayfair Inc Class A||W||3.29%|
|Paylocity Holding Corp||PCTY||2.38%|
|TransDigm Group Inc||TDG||2.06%|
|Waste Connections Inc||WCN.TO||1.72%|
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