- What does RIVRX invest in?
- The fund's primary objective is to achieve substantial long-term capital growth for its investors. Under normal market circumstances, it diversifies its holdings across equity securities of companies of various market capitalizations, including small and medium-sized enterprises. These equity instruments may encompass common stock, preferred stock, and convertible securities. While its primary allocation is to U.S.-domiciled issuers, the fund maintains the flexibility to invest in securities of non-U.S. entities. Its international investments are generally structured as U.S. dollar-denominated securities of foreign companies traded on American exchanges, notably American Depositary Receipts (ADRs).
- What is the expense ratio of RIVRX?
- Riverbridge Growth Fund - Investor Class (RIVRX) charges an expense ratio of 1.21%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is RIVRX?
- Riverbridge Growth Fund - Investor Class (RIVRX) manages $99.5M 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 RIVRX actively managed or an index fund?
- RIVRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was RIVRX launched?
- Riverbridge Growth Fund - Investor Class (RIVRX) launched in January 2013 and is managed by the fund issuer.
- How has RIVRX performed?
- RIVRX'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.
