Riverbridge Growth Fund - Institutional Class

Frequently Asked Questions About RIVBX

What does RIVBX invest in?

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.

What is the expense ratio of RIVBX?

Riverbridge Growth Fund - Institutional Class (RIVBX) charges an expense ratio of 0.96%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RIVBX?

Riverbridge Growth Fund - Institutional Class (RIVBX) manages $100.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is RIVBX actively managed or an index fund?

RIVBX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was RIVBX launched?

Riverbridge Growth Fund - Institutional Class (RIVBX) launched in January 2013 and is managed by the fund issuer.

How has RIVBX performed?

RIVBX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.