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Riverbridge Growth Institutional (RIVBX)

36.17 -0.99 (-2.66%)
At close: 8:01 PM EST
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DELL
  • Previous Close 37.16
  • YTD Return 15.18%
  • Expense Ratio 0.96%
  • Category Large Growth
  • Last Cap Gain 41.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 219.95M
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend --
  • Inception Date Dec 31, 2012

Under normal circumstances, the fund invests in equity securities of companies of any size, including small- and mid-capitalization companies. Its investments in foreign securities are primarily comprised of U.S. dollar-denominated securities of foreign issuers traded in the United States and American Depositary Receipts ("ADRs"). The fund's investments in equity securities may include common stock, preferred stock and convertible securities. While it invests primarily in equity securities of U.S. issuers, the fund may invest in securities of non-U.S. issuers.

Riverbridge

Fund Family

Large Growth

Fund Category

219.95M

Net Assets

2012-12-31

Inception Date

Performance Overview: RIVBX

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Trailing returns as of 11/6/2024. Category is Large Growth.

YTD Return

RIVBX
15.18%
Category
12.38%
?

1-Year Return

RIVBX
33.38%
Category
41.70%
?

3-Year Return

RIVBX
0.38%
Category
22.56%
?

5-Year Return

RIVBX
12.10%
Category
21.98%
?

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Holdings: RIVBX

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Top 10 Holdings (42.05% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 7.74%
MSFT
Microsoft Corporation 7.32%
HEI
HEICO Corporation 4.48%
AMZN
Amazon.com, Inc. 4.08%
TYL
Tyler Technologies, Inc. 3.60%
NOW
ServiceNow, Inc. 3.10%
ADI
Analog Devices, Inc. 3.00%
CSGP
CoStar Group, Inc. 3.00%
SPGI
S&P Global Inc. 2.89%
FAST
Fastenal Company 2.85%

Sector Weightings

Recent News: RIVBX

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Research Reports: RIVBX

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