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Morningstar

Riverpark/Next Century Growth Retail RPNCX

Morningstar Medalist Rating
Medalist Rating as of | See River Park Funds Investment Hub
  • NAV / 1-Day Return 9.54  /  −0.31 %
  • Total Assets 12.6 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 9%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 PM GMT+0

Morningstar’s Analysis RPNCX

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

  • People Pillar

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

Riverpark/ Next Century Growth Retail's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RPNCX

More RPNCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kinsale Capital Group Inc

4.49 595,055
Financial Services

Saia Inc

4.43 587,925
Industrials

Astronics Corp

3.85 510,310
Industrials

Vertex Inc Class A

3.67 486,214
Technology

TransMedics Group Inc

3.39 449,703
Healthcare

Verra Mobility Corp Class A

3.19 423,142
Industrials

MACOM Technology Solutions Holdings Inc

3.07 407,235
Technology

LGI Homes Inc

2.99 396,473
Consumer Cyclical

Celsius Holdings Inc

2.81 373,140
Consumer Defensive

Flywire Corp

2.76 365,352
Technology