Morningstar

Riverpark/Next Century Large Growth Fund Retail Class RPNRX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See River Park Funds Investment Hub
  • NAV / 1-Day Return $14.72  /  +0.34 %
  • Fund Size $3.7M
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.250%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 75%
NAV and 1-Day Return as of

Morningstar’s Analysis RPNRX

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

  • People Pillar

    The People Pillar is our evaluation of the RPNRX 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 RPNRX’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 Lg Gr Retl 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 RPNRX

More RPNRX Holdings
  • 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

12.61 482,795
Technology

Alphabet Inc Class A

8.95 342,704
Communication Services

Apple Inc

7.55 289,061
Technology

Microsoft Corp

5.68 217,470
Technology

CrowdStrike Holdings Inc Class A

4.06 155,408
Technology

Shopify Inc Registered Shs -A- Subord Vtg

3.68 141,033
Technology

Broadcom Inc

3.58 136,964
Technology

GE Aerospace

3.20 122,418
Industrials

Guardant Health Inc

3.06 117,183
Healthcare

The Goldman Sachs Group Inc

3.01 115,246
Financial Services

Sponsor Center