Riverbridge Growth Fund - Investor Class

Frequently Asked Questions About RIVRX

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) is one share class of a fund that manages $90.7M across all of its share classes (RIVBX reports the same total). Our data does not carry the assets of this share class alone. 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (RIVRX's is 1.21%) in exchange for the discretion to over- or under-weight positions.

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.