Riverbridge Growth Fund Institutional Class
RIVBX
NASDAQ
| Weiss Ratings | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Riverbridge | |||
| Manager/Tenure (Years) | Ross Johnson, CFA (5) | |||
| Website | http://www.riverbridge.com | |||
| Fund Information | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Riverbridge Growth Fund Institutional Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 31, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.59% | |||
| Asset Allocation | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.05% | |||
| Stock | 99.28% | |||
| U.S. Stock | 98.15% | |||
| Non-U.S. Stock | 1.13% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | -0.32% | |||
| Price History | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.17% | |||
| 30-Day Total Return | -3.06% | |||
| 60-Day Total Return | 2.09% | |||
| 90-Day Total Return | 4.86% | |||
| Year to Date Total Return | -4.19% | |||
| 1-Year Total Return | -6.67% | |||
| 2-Year Total Return | 3.44% | |||
| 3-Year Total Return | 29.91% | |||
| 5-Year Total Return | 8.73% | |||
| Price | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $27.83 | |||
| 1-Month Low NAV | $27.65 | |||
| 1-Month High NAV | $29.02 | |||
| 52-Week Low NAV | $24.62 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $38.34 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.05 | |||
| Standard Deviation | 14.97 | |||
| Balance Sheet | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 97.62M | |||
| Operating Ratios | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.96% | |||
| Turnover Ratio | 7.00% | |||
| Performance | RIVBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 6.17% | |||
| Last Bear Market Total Return | -20.70% | |||