Morningstar

RiverPark Large Growth Fund Class Retail RPXFX

Morningstar Medalist Rating
Medalist Rating as of | See River Park Funds Investment Hub
  • NAV / 1-Day Return 29.00  /  −0.72 %
  • Total Assets 47.7M
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 19%

USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 10:01 AM GMT+0

Morningstar’s Analysis RPXFX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

RiverPark Large Growth Retail holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RPXFX

More RPXFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

6.67 3M
Consumer Cyclical

Microsoft Corp

6.49 3M
Technology

Apple Inc

6.09 3M
Technology

NVIDIA Corp

5.84 3M
Technology

Eli Lilly and Co

5.23 2M
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.86 2M
Technology

Applied Materials Inc

4.54 2M
Technology

Meta Platforms Inc Class A

4.02 2M
Communication Services

Netflix Inc

3.20 2M
Communication Services

Alphabet Inc Class C

3.06 1M
Communication Services

Sponsor Center