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C+
(Hold)
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U.S. News evaluated 88 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all River Park Funds funds
Performance
The fund has returned -0.47 percent over the past year, and 11.54 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.8% |
| 1 Year | -0.5% |
| 3 Years (Annualized) | 11.5% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation while managing downside volatility. The fund invests primarily in the securities of U.S. companies, but it may also invest outside the U.S. It limits its investments in the securities of foreign issuers to no more than 15% of its assets. The equity securities in which the fund invests are primarily common stocks. The fund may invest in the equity securities of issuers with small, medium or large market capitalizations.
Fees
Fees are Above Average compared to funds in the same category.
RiverPark Long/Short Opportunity Fund has an expense ratio of 1.85 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
