RiverPark Long/Short Opportunity Fd Inst

Frequently Asked Questions About RLSIX

What does RLSIX invest in?

This fund aims to generate significant wealth over the long term, all while actively working to reduce potential losses during market downturns. It achieves this through a two-pronged investment approach: purchasing stocks of companies that RiverPark believes are poised for exceptional growth, and simultaneously betting against (short-selling) shares of businesses the Adviser identifies as having long-term competitive disadvantages. While the portfolio primarily focuses on U.S.-based companies, it does have the flexibility to invest internationally, with a strict limit of no more than 15% of its total assets allocated to foreign issuers.

What is the expense ratio of RLSIX?

RiverPark Long/Short Opportunity Fd Inst (RLSIX) charges an expense ratio of 1.85%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RLSIX?

RiverPark Long/Short Opportunity Fd Inst (RLSIX) manages $25.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is RLSIX actively managed or an index fund?

RLSIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was RLSIX launched?

RiverPark Long/Short Opportunity Fd Inst (RLSIX) launched in April 2012 and is managed by the fund issuer.

How has RLSIX performed?

RLSIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.