Equinox Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return15.57-2.26-4.861.77-0.47
    Category Average9.22-1.13-3.732.37-4.11
    Assets for Each Yr*1.151.811.691.181.06
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.47 -1.21 1.99

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,060 mil $2,500 10.41 89.59
    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
    08-17-18

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    08-17-18

    Worst 5-Year Relative Performance | More
    08-17-18

    Lowest Expenses | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Equinox MutualHedge Richard E. Bornhoft 7.40
    Equinox Ampersand St Ajay Dravid 4.90
    Equinox Chesapeake S Ajay Dravid 3.30
    Equinox IPM Systemat Ajay Dravid 3.10
    Equinox Aspect Core Ajay Dravid 3.00

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Equinox Aspect Core Ajay Dravid 3.00
    Equinox Campbell Str Ajay Dravid 3.00
    Equinox IPM Systemat Ajay Dravid 3.10
    Equinox Chesapeake S Ajay Dravid 3.30
    Equinox Ampersand St Ajay Dravid 4.90