Skip to Content
Morningstar

Riverbridge Growth Institutional RIVBX

Morningstar Medalist Rating
Medalist Rating as of | See Riverbridge Partners Investment Hub
  • NAV / 1-Day Return 31.09  /  −1.71 %
  • Total Assets 213.7 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 9%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:18 PM GMT+0

Morningstar’s Analysis RIVBX

Will RIVBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RIVBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RIVBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RIVBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Riverbridge Growth Institutional's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RIVBX

More RIVBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.65 17.5 Mil
Technology

NVIDIA Corp

6.90 15.7 Mil
Technology

Amazon.com Inc

4.26 9.7 Mil
Consumer Cyclical

Heico Corp

3.56 8.1 Mil
Industrials

CoStar Group Inc

3.56 8.1 Mil
Real Estate

Salesforce Inc

3.43 7.8 Mil
Technology

Globant SA

3.23 7.4 Mil
Technology

Fastenal Co

3.21 7.3 Mil
Industrials

West Pharmaceutical Services Inc

3.07 7.0 Mil
Healthcare

ServiceNow Inc

2.95 6.7 Mil
Technology