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RiverPark Large Growth Fund Class Retail (RPXFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund seeks long-term capital appreciation by investing in equity securities of large capitalization companies that RiverPark believes have above-average growth prospects. Under normal circumstances- it invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of large capitalization companies. The fund invests primarily in common stocks. The fund's managers consider companies with market capitalizations in excess of $5 billion to be large capitalization companies.


1 month+2.02% 3 years+10.82%
3 months+7.05% 5 years+14.14%
1 year+26.65% Since inception+13.89%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+14.14%+13.70%
Expense ratio1.11%1.12%
Risk 5 year sharpe ratio1.181.35
Net assets$49.8M$3.5B
Average market cap$59.6B$125.0B
Average P/E26.127.2
Portfolio turnover13%13%

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Fund Management and Purchase Info

Fund familyRiverPark Funds
Fund manager & tenureMitchell Rubin / 7 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock95.07%
International stock4.03%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 28.24%
Consumer service 21.41%
Telecommunication 15.46%
Healthcare 9.43%
Media 5.93%
Top 10 Holdings
Portfolio weighting
FB Facebook4.31%
DLTR Dollar Tree Inc4.10%
BX Blackstone Group4.07%
SCHW Charles Schwab3.45%
EQIX Equinix Inc3.21%
AMT American Tower3.18%
AAPL Apple3.18%
AMZN Amazon3.16%
ADS Alliance Data Systems Corp3.13%
DIS Disney3.05%