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RiverPark Long/Short Opportunity Fund;Retail

NAS: RLSFX

GO
/zigman2/quotes/204607042/realtime

$

8.44

Change

-0.21 -2.43%

Sep 29, 2022

YTD return

-52.55%

5 yr avg return

-2.22%

Total net assets

11.70M

52 week low

52 week high

$8.43

$20.56

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

2.00%

12 b-1

n/a

Turnover

33.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2021)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

-1.41

Beta

0.79

Standard deviation

7.11

R. squared

0.34

Min. Investment

Standard (taxable)

1000

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y
/news/latest/company/us/rlsfx

MarketWatch News on RLSFX

  1. Here’s How to Build Your Own Hedge Fund for Less

    11:20 a.m. June 4, 2022

    - Barron's Online

  2. Value Managers Rejoice: What’s Next for Value vs. Growth Stocks

    8:26 a.m. March 15, 2021

    - Barron's Online

  3. Reddit Dealt a Blow to an Underperforming Strategy

    9:19 p.m. Jan. 29, 2021

    - Barron's Online

  4. This Stock Fund Has Soared More Than 30% This Year. Here’s How.

    7:50 a.m. Sept. 21, 2020

    - Barron's Online

  5. Picking a Long/Short Fund Isn’t Easy, but It Can Be Profitable

    9:30 p.m. May 29, 2020

    - Barron's Online

  6. This one niche of the sagging real estate market is growing rapidly

    10:40 a.m. April 28, 2020

    - Philip van Doorn

  7. Introducing the New Guard

    1:48 p.m. July 12, 2013

    - Barron's Online

Lipper Leader

Total Return: 1 Consistent Return: 1 Preservation: 1 Tax Efficiency: 2 Expense: 2

YTD Lipper Ranking: Quintile 5 (100th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -52.55% -9.76% -21.10% 100% 5
1yr -54.95% -5.75% -13.20% 100% 5
3yr -7.95% 4.02% 9.70% 100% 5
5yr -2.22% 3.52% 10.10% 97% 5
10yr 0.84% 4.4% 12.1% 90% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$17,199

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

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Fund Details

Category

Alternative Long/Short Eqty Fds

Fund family

n/a

Fund status

Open

Fund inception

March 30, 2012

Manager

Mitchell Rubin

Investment Policy

The Fund seeks long-term capital appretiation while managing downside volatility. The Fund seeks to achieve objective by investing long in equity securities that are believed to have above-average growth prospects and selling short equity securities that are believed are competitively disadvantaged over the long term.

/news/nonmarketwatch/company/us/rlsfx

Other News on RLSFX

  1. RiverPark Wedgewood Fund Q2 2022 Commentary

    8:39 a.m. Sept. 2, 2022

    - Seeking Alpha

  2. RiverPark Long/Short Opportunity Fund Q2 2022 Quarterly Letter

    10:45 p.m. Aug. 31, 2022

    - Seeking Alpha

  3. RiverPark Long/Short Opportunity Fund Q1 2021 Investor Letter

    12:45 p.m. May 28, 2021

    - Seeking Alpha

  4. RiverPark Long/Short Opportunity Fund Q4 2020 Investor Letter

    2:10 p.m. Jan. 27, 2021

    - Seeking Alpha

Link to MarketWatch's Slice.