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Morningstar

RiverPark Large Growth Institutional RPXIX

Morningstar Medalist Rating
Medalist Rating as of | See River Park Funds Investment Hub
  • NAV / 1-Day Return 25.78  /  −0.50 %
  • Total Assets 41.3 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield —
  • Turnover 20%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:23 PM GMT+0

Morningstar’s Analysis RPXIX

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

  • People Pillar

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

Weakness in RiverPark Large Growth Institutional's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RPXIX

More RPXIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.38 2.3 Mil
Technology

Meta Platforms Inc Class A

4.77 2.0 Mil
Communication Services

Amazon.com Inc

4.77 2.0 Mil
Consumer Cyclical

NVIDIA Corp

4.64 2.0 Mil
Technology

Apple Inc

3.75 1.6 Mil
Technology

Uber Technologies Inc

3.74 1.6 Mil
Technology

Netflix Inc

3.69 1.6 Mil
Communication Services

The Walt Disney Co

3.65 1.6 Mil
Communication Services

Mastercard Inc Class A

3.22 1.4 Mil
Financial Services

Shopify Inc Registered Shs -A- Subord Vtg

3.13 1.3 Mil
Technology