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RiverPark Large Growth Fund Class Retail (RPXFX)

18.17
Net Asset Value
-0.22%
1 Day
+5.09%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.23%
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.

Performance

1 month+4.13% 3 years+3.35%
3 months+0.61% 5 years+11.54%
1 year+0.48% Since inception+10.88%
Data through --

Peer Comparisonvs. Large growth

 RPXFXCategory
Performance 5-yr return+11.54%+14.98%
Expense ratio1.23%1.16%
Risk 5 year sharpe ratio0.821.00
Net assets$61.6M$2.8B
Average market cap$50.4B$89.4B
Average P/E27.026.2
Portfolio turnover30%30%

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Fund Management and Purchase Info

Fund familyRiverPark Funds
Fund manager & tenureMitchell Rubin / 6 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock97.18%
International stock1.46%
Cash1.36%
Fixed income0.00%
Other0.00%
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
AAPL Apple5.06%
FB Facebook4.40%
ADS Alliance Data Systems Corp4.26%
PCLN Priceline4.15%
AMT American Tower4.11%
DLTR Dollar Tree Inc4.06%
BX Blackstone Group3.95%
LVS Las Vegas Sands Corp3.92%
EQIX Equinix Inc3.52%
CME CME Group Inc3.50%

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