RiverPark Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return17.956.35-4.114.913.78
    Category Average21.696.260.687.445.29
    Assets for Each Yr*2.543.653.583.143.20
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 3.78 2.98 6.06

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,202 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.0 46.98 1.06 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 49.55 0.98 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-21-17

      Sector YTD Return % % Net Assets  
    Berkshire Hathaway Inc B* Financial Services 0.26 3.59
    Apple Inc* Technology 23.33 3.24
    Alphabet Inc A* Technology 8.39 3.01
    The Kraft Heinz Co* Consumer Defensive 5.59 2.80
    Visa Inc Class A* Financial Services 17.04 2.64
    Qualcomm Inc* Technology -18.67 2.44
    Schlumberger Ltd* Energy -10.26 2.40
    The Priceline Group Inc* Consumer Cyclical 19.50 2.20
    PayPal Holdings Inc* Financial Services 11.00 2.19
    Core Laboratories NV* Energy -5.83 2.00
    Verisk Analytics Inc* Industrials 0.59 1.75
    Tractor Supply Co* Consumer Cyclical -13.15 1.65
    Treehouse Foods Inc* Consumer Defensive 23.37 1.59
    Cognizant Technology Solutions C* Technology 3.25 1.51
    Charles Schwab Corp* Financial Services -2.69 1.47
    TJX Companies Inc* Consumer Cyclical 4.91 1.45
    Fastenal Co* Industrials -1.96 1.24
    Ross Stores Inc* Consumer Cyclical -0.82 1.16
    Edwards Lifesciences Corp* Healthcare 4.34 1.08
    Celgene Corp* Healthcare 5.62 0.70

    Best 5-Year Relative Performance | More
    04-21-17

    Worst 5-Year Relative Performance | More
    04-21-17

    Lowest Expenses | More
    04-21-17

    Highest Expenses | More
    04-21-17

    Longest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    RiverPark Structural Jeremy Berman 8.60
    RiverPark Long/Short Mitchell Rubin 7.60
    RiverPark Large Grow Mitchell Rubin 6.60
    RiverPark Short Term David K. Sherman 6.60
    RiverPark/Wedgewood David Alan Rolfe 6.60

    Shortest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    RiverPark Focused Va David Lee Berkowitz 2.10
    RiverPark Strategic David K. Sherman 3.60
    RiverPark Large Grow Mitchell Rubin 6.60
    RiverPark Short Term David K. Sherman 6.60
    RiverPark/Wedgewood David Alan Rolfe 6.60