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.
RiverPark Large Growth Fund Class Institutional RPXIX
- 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.
People Pillar
Parent Pillar
- 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 |