Morningstar

Riverbridge Growth Fund Institutional Class RIVBX

Morningstar Medalist Rating
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Medalist Rating as of See Riverbridge Partners Investment Hub
  • NAV / 1-Day Return $29.32  /  +0.55 %
  • Fund Size $93.3M
  • Adjusted Expense Ratio 0.960%
  • Net Expense Ratio 0.960%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 7%
NAV and 1-Day Return as of

Morningstar’s Analysis RIVBX

Will RIVBX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings RIVBX

More RIVBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.91 8M
Technology

Microsoft Corp

8.47 8M
Technology

Amazon.com Inc

5.36 5M
Consumer Cyclical

Analog Devices Inc

4.03 4M
Technology

Fastenal Co

3.89 4M
Industrials

Heico Corp

3.51 3M
Industrials

Veeva Systems Inc Class A

3.27 3M
Healthcare

Alphabet Inc Class A

3.17 3M
Communication Services

Alphabet Inc Class C

3.15 3M
Communication Services

ServiceNow Inc

2.89 3M
Technology

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