RiverPark Funds Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return6.38-4.164.9510.241.33
    Category Average6.270.647.5014.740.61
    Assets for Each Yr*3.643.563.131.991.90
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 1.33 3.30 6.35

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,902 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.0 23.21 1.02 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 2.2 72.06 1.02 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 12.11 1.53
    Berkshire Hathaway Inc B* Financial Services -1.15 1.41
    Facebook Inc A* Technology 5.92 1.41
    Visa Inc Class A* Financial Services 16.03 1.35
    Booking Holdings Inc* Consumer Cyclical 20.00 1.29
    Schlumberger Ltd* Energy 9.73 1.13
    Ross Stores Inc* Consumer Cyclical 3.22 1.04
    Edwards Lifesciences Corp* Healthcare 23.38 0.97
    Alphabet Inc A* Technology 3.09 0.93
    Tractor Supply Co* Consumer Cyclical -0.19 0.89
    Charles Schwab Corp* Financial Services 15.11 0.86
    Core Laboratories NV* Energy 16.87 0.76
    Qualcomm Inc* Technology -7.23 0.75
    Celgene Corp* Healthcare -25.58 0.73
    Fastenal Co* Industrials -2.54 0.67
    PayPal Holdings Inc* Financial Services 10.13 0.67
    The Kraft Heinz Co* Consumer Defensive -25.12 0.66
    Cognizant Technology Solutions C* Technology 7.24 0.53
    Blackstone Group LP* Financial Services 3.03 0.40
    CarMax Inc* Consumer Cyclical 2.95 0.31

    Best 5-Year Relative Performance | More
    05-23-18

    Worst 5-Year Relative Performance | More
    05-23-18

    Highest Expenses | More
    05-23-18

    Longest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    RiverPark Large Grow Mitchell Rubin 7.60
    RiverPark Short Term David K. Sherman 7.60
    RiverPark/Wedgewood David Alan Rolfe 7.60
    RiverPark Long/Short Mitchell Rubin 6.10
    RiverPark Strategic David K. Sherman 4.60

    Shortest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    RiverPark Focused Va David Lee Berkowitz 3.10
    RiverPark Strategic David K. Sherman 4.60
    RiverPark Long/Short Mitchell Rubin 6.10
    RiverPark Large Grow Mitchell Rubin 7.60
    RiverPark Short Term David K. Sherman 7.60