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RiverPark Long/Short Opportunity Fund;Institutional

NAS: RLSIX

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/zigman2/quotes/203026914/realtime

$

8.58

Change

-0.22 -2.50%

Sep 29, 2022

YTD return

-52.43%

5 yr avg return

-1.98%

Total net assets

97.00M

52 week low

52 week high

$8.57

$20.85

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.73%

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

-1.39

Beta

0.79

Standard deviation

7.11

R. squared

0.34

Min. Investment

Standard (taxable)

50000

IRA

n/a

Compare:
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/news/latest/company/us/rlsix

MarketWatch News on RLSIX

Lipper Leader

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

YTD Lipper Ranking: Quintile 5 (100th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -52.43% -9.76% -21.10% 100% 5
1yr -54.80% -5.75% -13.20% 100% 5
3yr -7.71% 4.02% 9.70% 99% 5
5yr -1.98% 3.52% 10.10% 96% 5
10yr 1.05% 4.4% 12.1% 85% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$17,565

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

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/rlsix

Other News on RLSIX

  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 Q4 2020 Investor Letter

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

    - Seeking Alpha

  4. Defensive Funds For This High Risk Market

    12:26 p.m. Aug. 3, 2020

    - Seeking Alpha

Link to MarketWatch's Slice.