RiverPark Funds Fund Family Report
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  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return6.38-4.164.9510.243.53
    Category Average6.270.647.5014.743.05
    Assets for Each Yr*3.643.563.131.991.78
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.53 4.23 5.80

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,781 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.0 22.28 1.02 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.9 72.02 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Berkshire Hathaway Inc B* Financial Services 5.00 1.39
    Visa Inc Class A* Financial Services 24.50 1.36
    Alphabet Inc A* Technology 15.42 1.14
    Booking Holdings Inc* Consumer Cyclical 5.92 1.11
    Edwards Lifesciences Corp* Healthcare 24.01 0.98
    Qualcomm Inc* Technology 5.05 0.95
    Celgene Corp* Healthcare -13.41 0.66
    Old Dominion Freight Lines Inc* Industrials 11.79 0.57
    C.H. Robinson Worldwide Inc* Industrials 10.07 0.43
    Equinix Inc* RealEstate -2.18 0.33
    American Tower Corp* Communication Services 7.02 0.28
    TD Ameritrade Holding Corp* Financial Services 17.43 0.23
    CME Group Inc Class A* Financial Services 16.93 0.23
    Alliance Data Systems Corp* Financial Services -5.42 0.22
    Intuitive Surgical Inc* Healthcare 43.84 0.20
    Northrop Grumman Corp* Industrials -3.33 0.20
    Alphabet Inc C* Technology 14.77 0.20
    CBRE Group Inc* RealEstate 9.77 0.19
    EOG Resources Inc* Energy 6.86 0.19
    BlackRock Inc* Financial Services -6.58 0.16

    Best 5-Year Relative Performance | More
    08-17-18

    Worst 5-Year Relative Performance | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    RiverPark Large Grow Mitchell Rubin 7.90
    RiverPark Short Term David K. Sherman 7.90
    RiverPark/Wedgewood David Alan Rolfe 7.90
    RiverPark Long/Short Mitchell Rubin 6.40
    RiverPark Strategic David K. Sherman 4.90

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    RiverPark Focused Va David Lee Berkowitz 3.40
    RiverPark Strategic David K. Sherman 4.90
    RiverPark Long/Short Mitchell Rubin 6.40
    RiverPark Large Grow Mitchell Rubin 7.90
    RiverPark Short Term David K. Sherman 7.90