Morningstar

Riverpark/Next Century Growth Fund Institutional Class Shares RPNIX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See River Park Funds Investment Hub
  • NAV / 1-Day Return $13.69  /  +1.17 %
  • Fund Size $9.4M
  • Adjusted Expense Ratio 1.150%
  • Net Expense Ratio 1.150%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $50,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 93%
NAV and 1-Day Return as of

Morningstar’s Analysis RPNIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Riverpark/Next Century Gr Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RPNIX

More RPNIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ligand Pharmaceuticals Inc

4.31 417,326
Healthcare

Xometry Inc Ordinary Shares - Class A

3.95 382,911
Industrials

Astronics Corp

3.83 370,877
Industrials

Global E Online Ltd

3.49 337,824
Consumer Cyclical

Knight-Swift Transportation Holdings Inc Class A

3.04 294,740
Industrials

Axogen Inc

2.62 253,826
Healthcare

Guardant Health Inc

2.61 252,558
Healthcare

JFrog Ltd Ordinary Shares

2.58 249,975
Technology

Saia Inc

2.55 246,968
Industrials

RBC Bearings Inc

2.35 228,148
Industrials

Sponsor Center