RLSFX

Active

RIVERPARK LONG/SHORT OPPORTUNITY FUND

Category: US Equity (9,528 funds)

Expense Ratio
2.00%
Annual Cost per $10K
$200.00
30-Year Fee Drag per $10K
$32,903
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+17.37%

Asset Allocation

US Equity
94%
Cash
6%

Fee Comparison

RLSFX
2.00%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

89% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+98.68%3Y
Compare to

Fee Impact Calculator

$
%
RLSFX at 2.00%$216,097
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$164,516
Cost vs index fund−$161,327

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
RLSFXRIVERPARK LONG/SHORT OPPORTUNITY FUND2.00%
QCGRFXCollege Retirement Equities Fund - Growth Account
MEGBXMFS Growth Fund1.58%
RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
ABPRXAB LARGE CAP GROWTH FUND INC1.22%
PAALXPIMCO All Asset Fund2.11%
EGFSXEdgewood Growth Fund1.25%
LGRCXLoomis Sayles Growth Fund1.66%
RRTDXT. Rowe Price Retirement 2040 Fund1.10%
RRMGXT. Rowe Price Mid-Cap Growth Fund, Inc.1.29%
FRDTXFranklin Rising Dividends Fund1.58%
EAASXEaton Vance Atlanta Capital SMID-Cap Fund1.12%
TWUAXUltra Fund1.14%
FACGXFidelity Advisor Growth Opportunities Fund1.49%
CSECXCalvert Equity Fund1.65%
OAKMXOakmark Fund0.91%
RRTPXT. Rowe Price Retirement 2035 Fund1.09%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
PLFMXLargeCap S&P 500 Index Fund1.29%
JGACXJPMorgan Growth Advantage Fund0.99%
RRTRXT. Rowe Price Retirement 2045 Fund1.11%
RRTFXT. Rowe Price Retirement 2050 Fund1.13%
HDGCXTHE HARTFORD DIVIDEND AND GROWTH FUND1.74%
RRTNXT. Rowe Price Retirement 2025 Fund1.04%
FLMVXJPMorgan Mid Cap Value Fund1.09%
VVIPXVoya VACS Index Series S Portfolio
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
TCRAXGrowth Fund1.14%
RRTBXT. Rowe Price Retirement 2020 Fund1.02%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
JENIXThe Jensen Quality Growth Fund Inc1.26%
LMPLXClearBridge Large Cap Growth Fund1.33%
MLRTXNYLI Winslow Large Cap Growth Fund1.04%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
VSCAXInvesco Small Cap Value Fund1.35%
LMPPXClearBridge Appreciation Fund1.24%
ECFAXEaton Vance Floating-Rate Advantage Fund2.35%
ECBLXEaton Vance Floating-Rate Fund1.81%
JSLGXMultimanager Lifestyle Growth Portfolio1.22%
NLSAXNeuberger Berman Long Short Fund1.68%
GSPQXGoldman Sachs U.S. Equity Dividend and Premium Fund1.76%
RRTVXT. Rowe Price Retirement 2055 Fund1.14%
CIPMXChamplain MidCap Fund1.09%
PLCGXLargeCap Growth Fund I0.94%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
FFECXNuveen Dividend Value Fund1.70%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
HGIRXHARTFORD CORE EQUITY FUND1.08%
DCCAXMacquarie Small Cap Core Fund1.06%
CSEIXCohen & Steers Real Estate Securities Fund1.10%
JGAQXJPMorgan Value Advantage Fund0.99%
SCDGXDWS Core Equity Fund1.24%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
CBBCXAB RELATIVE VALUE FUND, INC.1.65%
ATHAXHeritage Fund1.25%
LCBVXClearBridge Large Cap Value Fund1.40%
JSLBXMultimanager Lifestyle Balanced Portfolio1.16%
FRUSXFranklin Utilities Fund1.21%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
SSICXOcean Park Tactical Core Income Fund2.05%
JSECXJPMorgan Small Cap Equity Fund1.24%
CSJAXCohen & Steers Realty Shares1.15%
BPTUXBaron Partners Fund1.99%
DEVLXMacquarie Small Cap Value Fund1.10%
OAYLXOakmark Select Fund0.86%
CIPSXChamplain Small Company Fund1.24%
GATEXGateway Fund0.94%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
HGORXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.44%
ITHRXTHE HARTFORD CAPITAL APPRECIATION FUND1.42%
TWCAXSelect Fund1.15%
RRTMXT. Rowe Price Retirement 2015 Fund1.00%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
TRRZXT. Rowe Price Retirement 2060 Fund1.14%
DDVRXMacquarie Value Fund1.22%
SVFFXSmead Value Fund0.95%
LGLRXLord Abbett Growth Leaders Fund1.15%
PABVXMidCap Value Fund I1.19%
FKARXFranklin Growth Opportunities Fund1.19%
ESPAXAllspring Special Small Cap Value Fund1.17%
CAPEXEaton Vance Tax-Managed Growth Fund 1.0
LMPOXClearBridge Small Cap Growth Fund1.48%
JAJAXManaged Volatility Growth Portfolio1.02%
RRTAXT. Rowe Price Retirement 2010 Fund0.99%
QUACXAB Small Cap Growth Portfolio1.12%
OSPAXInvesco SteelPath MLP Alpha Fund2.08%
ABSAXAmerican Beacon Small Cap Value Fund1.22%
PCSMXSmallCap Growth Fund I1.44%
BCSIXBrown Capital Management Small Company Fund1.31%
HCMDXHCM Tactical Plus Fund1.98%
WHGAXWESTWOOD QUALITY SMALLCAP FUND1.79%
HCMNXHCM Sector Plus Fund1.97%
AASMXTHRIVENT SMALL CAP STOCK FUND1.01%
CCVAXCalvert Small Cap Fund1.19%
OWACXOld Westbury All Cap Core Fund0.96%
JDPAXJanus Henderson Mid Cap Value Fund1.20%

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