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Nasdaq - Delayed Quote USD

Riverpark/Next Century Gr Inst (RPNIX)

9.28
-0.01
(-0.11%)
At close: April 17 at 8:02:11 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

The fund, under normal market conditions, invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small cap companies. The sub-adviser defines small cap companies as those with market capitalizations, at the time of initial investment, of less than the market capitalization of the largest company in the Russell 2000® Index on a rolling three-year basis.

Fund Overview

Category Small Growth
Fund Family RiverPark Funds
Net Assets 11.24M
YTD Return -13.28%
Yield 0.32%
Morningstar Rating --
Inception Date Jun 30, 2023

Performance & Risk

YTD Return -16.17%
5y Average Return 0.00%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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