Equinox Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return15.57-2.26-4.861.77-0.91
    Category Average9.22-1.13-3.732.37-2.43
    Assets for Each Yr*1.151.811.691.181.03
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.91 -1.47 2.46

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,031 mil $2,500 9.75 90.25
    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
    10-16-18

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    10-16-18

    Worst 5-Year Relative Performance | More
    10-16-18

    Lowest Expenses | More
    10-16-18

    Highest Expenses | More
    10-16-18

    Longest Manager Tenure | More
    10-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Equinox MutualHedge Richard E. Bornhoft 7.60
    Equinox Ampersand St Ajay Dravid 5.10
    Equinox Chesapeake S Ajay Dravid 3.50
    Equinox IPM Systemat Ajay Dravid 3.30
    Equinox Campbell Str Ajay Dravid 3.20

    Shortest Manager Tenure | More
    10-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Equinox Aspect Core Ajay Dravid 3.10
    Equinox Campbell Str Ajay Dravid 3.20
    Equinox IPM Systemat Ajay Dravid 3.30
    Equinox Chesapeake S Ajay Dravid 3.50
    Equinox Ampersand St Ajay Dravid 5.10