Morningstar

Riverbridge Growth Fund Investor Class RIVRX

Morningstar Medalist Rating
Medalist Rating as of | See Riverbridge Partners Investment Hub
  • NAV / 1-Day Return 26.47  /  +0.65 %
  • Total Assets 98.5M
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 7%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RIVRX

Will RIVRX 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 RIVRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RIVRX 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 RIVRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Riverbridge Growth Investor 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 RIVRX

More RIVRX Holdings
  • 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

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