RiverPark/Gargoyle Hedged Value Fund

U.S. News evaluated 121 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.14 percent over the past year, 13.65 percent over the past three years, 17.00 percent over the past five years, and 8.87 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 8.8%
1 Year 25.1%
3 Years (Annualized) 13.6%
5 Years (Annualized) 17.0%
10 Years (Annualized) 8.9%

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Summary

The investment seeks long-term capital appreciation while exposing investors to less volatility than in a stand-alone stock portfolio. The fund seeks long-term capital appreciation while exposing investors to less risk than broad stock market indexes by combining two investment strategies. It intends to invest 100% of its net assets in equity securities of medium-large capitalization companies (the "Stock Portfolio") that the fund's sub-adviser, believes are attractively priced relative to medium-large capitalization stocks generally. The adviser considers companies in excess of $1.5 billion to be medium-large capitalization companies.

Fees

Fees are Above Average compared to funds in the same category.
RiverPark/Gargoyle Hedged Value Fund has an expense ratio of 1.50 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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