Riverbridge Growth Fund Investor Class
RIVRX
NASDAQ
Weiss Ratings | RIVRX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C+ | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | RIVRX-NASDAQ | Click to Compare |
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Provider | Riverbridge | |||
Manager/Tenure (Years) | Ross Johnson (4) | |||
Website | http://www.riverbridge.com | |||
Fund Information | RIVRX-NASDAQ | Click to Compare |
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Fund Name | Riverbridge Growth Fund Investor 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 | 1,000.00 | |||
Minimum Subsequent Investment | 100.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | RIVRX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | RIVRX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.47% | |||
Asset Allocation | RIVRX-NASDAQ | Click to Compare |
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Cash | 1.44% | |||
Stock | 98.59% | |||
U.S. Stock | 96.13% | |||
Non-U.S. Stock | 2.46% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | -0.03% | |||
Price History | RIVRX-NASDAQ | Click to Compare |
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7-Day Total Return | 2.41% | |||
30-Day Total Return | 5.25% | |||
60-Day Total Return | 11.41% | |||
90-Day Total Return | 4.34% | |||
Year to Date Total Return | -0.58% | |||
1-Year Total Return | 12.79% | |||
2-Year Total Return | 31.76% | |||
3-Year Total Return | 45.86% | |||
5-Year Total Return | 48.66% | |||
Price | RIVRX-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 | RIVRX-NASDAQ | Click to Compare |
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Nav | $33.87 | |||
1-Month Low NAV | $31.83 | |||
1-Month High NAV | $34.10 | |||
52-Week Low NAV | $28.26 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $37.07 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | RIVRX-NASDAQ | Click to Compare |
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Beta | 1.02 | |||
Standard Deviation | 17.89 | |||
Balance Sheet | RIVRX-NASDAQ | Click to Compare |
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Total Assets | 200.10M | |||
Operating Ratios | RIVRX-NASDAQ | Click to Compare |
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Expense Ratio | 1.21% | |||
Turnover Ratio | 6.00% | |||
Performance | RIVRX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 20.43% | |||
Last Bear Market Total Return | -20.73% | |||