Riverbridge Growth Fund Institutional Class
RIVBX
NASDAQ
| Weiss Ratings | RIVBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | RIVBX-NASDAQ | Click to Compare |
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| Provider | Riverbridge | |||
| Manager/Tenure (Years) | Ross Johnson (4) | |||
| Website | http://www.riverbridge.com | |||
| Fund Information | RIVBX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.00% | |||
| Dividend | RIVBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.52% | |||
| Asset Allocation | RIVBX-NASDAQ | Click to Compare |
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| Cash | 1.74% | |||
| Stock | 98.34% | |||
| U.S. Stock | 95.87% | |||
| Non-U.S. Stock | 2.47% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | -0.08% | |||
| Price History | RIVBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.58% | |||
| 30-Day Total Return | 0.66% | |||
| 60-Day Total Return | 4.42% | |||
| 90-Day Total Return | 9.92% | |||
| Year to Date Total Return | 3.92% | |||
| 1-Year Total Return | 16.08% | |||
| 2-Year Total Return | 32.66% | |||
| 3-Year Total Return | 45.71% | |||
| 5-Year Total Return | 44.95% | |||
| Price | RIVBX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $36.54 | |||
| 1-Month Low NAV | $36.20 | |||
| 1-Month High NAV | $37.58 | |||
| 52-Week Low NAV | $29.18 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $38.22 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | RIVBX-NASDAQ | Click to Compare |
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| Beta | 1.03 | |||
| Standard Deviation | 16.47 | |||
| Balance Sheet | RIVBX-NASDAQ | Click to Compare |
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| Total Assets | 206.17M | |||
| Operating Ratios | RIVBX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.96% | |||
| Turnover Ratio | 6.00% | |||
| Performance | RIVBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.61% | |||
| Last Bear Market Total Return | -20.70% | |||