Morningstar

RiverPark Short Term High Yield Fund Class Institutional RPHIX

Morningstar Medalist Rating
Medalist Rating as of | See River Park Funds Investment Hub
  • NAV / 1-Day Return 9.71  /  0.00
  • Total Assets 499.3M
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 3.68%
  • Effective Duration —

USD | NAV as of Sep 10, 2026 | 1-Day Return as of Sep 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RPHIX

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

  • People Pillar

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

Unusual but unconvincing.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

RiverPark Short Term High Yield struggles to justify a place in an investors’ portfolio.

by Saraja Samant
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RPHIX

More RPHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sirius Xm Radio LLC 3.125%

7.55 37M
Cash and Equivalents

Energy Transfer LP 6.5%

5.68 28M
Corporate

Ziff Davis Inc 1.75%

3.40 17M
Corporate

Crown Americas LLC / Crown Americas Capital Corp. V 4.25%

3.35 16M
Cash and Equivalents

United States Steel Corporation 6.875%

3.33 16M
Corporate

Darling Ingredients, Inc 5.25%

3.19 16M
Corporate

Iqvia Inc 5%

3.04 15M
Cash and Equivalents

888 Holdings Tl B S+525

3.04 15M
Corporate

NES Fircroft Bondco AS 8%

2.90 14M
Corporate

SS&C Technologies, Inc. 5.5%

2.73 13M
Corporate

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