Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Riverbridge Growth Institutional RIVBX
- NAV / 1-Day Return 31.06 / −0.70 %
- Total Assets 210.8 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 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 7.98 | 17.2 Mil | Technology |
NVIDIA Corp | 4.64 | 10.0 Mil | Technology |
Amazon.com Inc | 4.01 | 8.7 Mil | Consumer Cyclical |
CoStar Group Inc | 3.87 | 8.4 Mil | Real Estate |
Globant SA | 3.64 | 7.9 Mil | Technology |
Heico Corp | 3.59 | 7.8 Mil | Industrials |
West Pharmaceutical Services Inc | 3.42 | 7.4 Mil | Healthcare |
Salesforce Inc | 3.18 | 6.9 Mil | Technology |
UnitedHealth Group Inc | 3.03 | 6.6 Mil | Healthcare |
Tyler Technologies Inc | 3.01 | 6.5 Mil | Technology |