Equinox Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return15.57-2.25-4.861.77-1.42
    Category Average9.22-1.13-3.732.37-4.40
    Assets for Each Yr*1.151.811.691.181.13
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.42 -3.35 0.78

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,127 mil $2,500 11.84 88.16
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-15-18

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    06-15-18

    Worst 5-Year Relative Performance | More
    06-15-18

    Lowest Expenses | More
    06-15-18

    Highest Expenses | More
    06-15-18

    Longest Manager Tenure | More
    06-15-18

    Fund Name   Manager Name Avg Manager Tenure  
    Equinox MutualHedge Richard E. Bornhoft 7.20
    Equinox EquityHedge Ajay Dravid 4.80
    Equinox BH-DG Strate Ajay Dravid 4.50
    Equinox Chesapeake S Ajay Dravid 3.20
    Equinox IPM Systemat Ajay Dravid 2.90

    Shortest Manager Tenure | More
    06-15-18

    Fund Name   Manager Name Avg Manager Tenure  
    Equinox Aspect Core Ajay Dravid 2.80
    Equinox Campbell Str Ajay Dravid 2.80
    Equinox IPM Systemat Ajay Dravid 2.90
    Equinox Chesapeake S Ajay Dravid 3.20
    Equinox BH-DG Strate Ajay Dravid 4.50