RiverPark Large Growth Fund Class Institutional RPXIX

Medalist Rating as of | See River Park Funds Investment Hub
  • NAV / 1-Day Return 31.05  /  −0.39 %
  • Total Assets 49.2M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 19%

USD | NAV as of Aug 12, 2026 | 1-Day Return as of Aug 12, 2026, 12:08 AM GMT+0

Morningstar’s Analysis RPXIX

Will RPXIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

RiverPark Large Growth Institutional 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.

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Portfolio Holdings RPXIX

  • 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

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