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Riverbridge Growth Investor (RIVRX)
29.91
-0.31
(-1.03%)
At close: April 17 at 8:04:24 PM EDT
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30.22 - YTD Return -8.19%
- Expense Ratio 1.21%
- Category Large Growth
- Last Cap Gain 57.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 189.04M
- Beta (5Y Monthly) 1.06
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 6.00%
- Last Dividend --
- Inception Date Dec 31, 2012
Under normal circumstances, the fund invests in equity securities of companies of any size, including small- and mid-capitalization companies. Its investments in foreign securities are primarily comprised of U.S. dollar-denominated securities of foreign issuers traded in the United States and American Depositary Receipts ("ADRs"). The fund's investments in equity securities may include common stock, preferred stock and convertible securities. While it invests primarily in equity securities of U.S. issuers, the fund may invest in securities of non-U.S. issuers.
Riverbridge
Fund Family
Large Growth
Fund Category
189.04M
Net Assets
2012-12-31
Inception Date
Performance Overview: RIVRX
View MoreTrailing returns as of 4/17/2025. Category is Large Growth.
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Holdings: RIVRX
View MoreSector Weightings
SectorRIVRX
Technology 42.43%
Healthcare 16.41%
Industrials 13.35%
Consumer Cyclical 12.74%
Financial Services 5.60%
Communication Services 4.82%
Real Estate 2.89%
Consumer Defensive 1.77%
Basic Materials 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: RIVRX
View MoreResearch Reports: RIVRX
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