RiverPark Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-4.065.0410.001.875.59
    Category Average0.647.4414.68-1.5110.65
    Assets for Each Yr*3.513.081.941.471.57
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 5.59 6.34 3.88

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,565 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.1 9.64 1.06 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 84.77 1.17 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Worst 5-Year Relative Performance | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    RiverPark Large Grow Mitchell Rubin 9.00
    RiverPark Short Term David K. Sherman 9.00
    RiverPark/Wedgewood David Alan Rolfe 9.00
    RiverPark Long/Short Mitchell Rubin 7.50
    RiverPark Strategic David K. Sherman 6.00

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    RiverPark Floating R Edward L Shugrue 3.00
    RiverPark Strategic David K. Sherman 6.00
    RiverPark Long/Short Mitchell Rubin 7.50
    RiverPark Large Grow Mitchell Rubin 9.00
    RiverPark Short Term David K. Sherman 9.00