Riverbridge Growth Institutional holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Riverbridge Growth Fund Institutional Class RIVBX
- NAV / 1-Day Return 26.91 / −2.27 %
- Total Assets 107.1M
-
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 0.00
- Turnover 7%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 10:33 PM GMT+0
Morningstar’s Analysis RIVBX
Will RIVBX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.92 | 10M | Technology |
Microsoft Corp | 6.62 | 9M | Technology |
Amazon.com Inc | 4.62 | 6M | Consumer Cyclical |
Analog Devices Inc | 4.37 | 6M | Technology |
Heico Corp | 4.21 | 6M | Industrials |
Fastenal Co | 3.69 | 5M | Industrials |
Alphabet Inc Class C | 2.94 | 4M | Communication Services |
Alphabet Inc Class A | 2.94 | 4M | Communication Services |
Tyler Technologies Inc | 2.90 | 4M | Technology |
RB Global Inc | 2.40 | 3M | Industrials |
United States