RiverPark/Next Century Lg 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.
Riverpark/Next Century Large Growth Fund Institutional Class RPNLX
- NAV / 1-Day Return $15.53 / +0.78 %
- Fund Size $3.9M
- Adjusted Expense Ratio 1.000%
- Net Expense Ratio 1.000%
- Fee Level: Distribution High
- Share Class Type Institutional
- Morningstar Category Large Growth
- Equity Style Box (Funds) Large Growth
- Minimum Initial Investment $50,000
- Investment Status Open
- TTM Yield 0.00%
- Turnover Ratio 75%
Morningstar’s Analysis RPNLX
Will RPNLX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 12.24 | 461,872 | Technology |
Alphabet Inc Class A | 8.93 | 336,975 | Communication Services |
Apple Inc | 7.27 | 274,392 | Technology |
Microsoft Corp | 5.69 | 214,584 | Technology |
Broadcom Inc | 3.82 | 144,062 | Technology |
Shopify Inc Registered Shs -A- Subord Vtg | 3.70 | 139,707 | Technology |
CrowdStrike Holdings Inc Class A | 3.58 | 135,135 | Technology |
The Goldman Sachs Group Inc | 3.48 | 131,315 | Financial Services |
GE Aerospace | 3.48 | 131,263 | Industrials |
Guardant Health Inc | 3.27 | 123,240 | Healthcare |