RIVSX – River Oak Discovery Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies with small market capitalization, or small cap companies. In selecting investments for the fund, the Adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund will generally hold between 30 and 40 common stocks.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RIVSX	River Oak Discovery Fund	Institutional	Open			Jun 30, 2005	$18.71M	1.230%	High	$2,000	−$8.08M

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