RiverPark Funds Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-4.065.0410.001.87--
    Category Average0.647.4414.68-1.442.72
    Assets for Each Yr*3.513.081.941.471.47
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family 1.87 5.58 3.74

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,473 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.0 10.89 1.06 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 2.6 83.51 1.17 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology -0.58 0.99
    Facebook Inc A* Technology 14.46 0.84
    Berkshire Hathaway Inc B* Financial Services 0.15 0.77
    Alphabet Inc A* Technology 5.97 0.68
    Edwards Lifesciences Corp* Healthcare 9.95 0.64
    Booking Holdings Inc* Consumer Cyclical 2.20 0.62
    Charles Schwab Corp* Financial Services 15.53 0.57
    PayPal Holdings Inc* Financial Services 8.36 0.53
    Tractor Supply Co* Consumer Cyclical 7.24 0.49
    Ulta Beauty Inc* Consumer Cyclical 19.06 0.44
    Fastenal Co* Industrials 13.50 0.42
    Microsoft Corp* Technology 6.05 0.42
    Qualcomm Inc* Technology -2.88 0.41
    Amazon.com Inc* Consumer Cyclical 12.93 0.41
    Ross Stores Inc* Consumer Cyclical 11.79 0.29
    C.H. Robinson Worldwide Inc* Industrials 5.45 0.27
    UnitedHealth Group Inc* Healthcare 6.58 0.26
    Equinix Inc* RealEstate 6.27 0.26
    Salesforce.com Inc* Technology 11.35 0.25
    Old Dominion Freight Lines Inc* Industrials 10.64 0.25

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    RiverPark Large Grow Mitchell Rubin 8.30
    RiverPark Short Term David K. Sherman 8.30
    RiverPark/Wedgewood David Alan Rolfe 8.30
    RiverPark Long/Short Mitchell Rubin 6.80
    RiverPark Strategic David K. Sherman 5.30

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    RiverPark Strategic David K. Sherman 5.30
    RiverPark Long/Short Mitchell Rubin 6.80
    RiverPark Large Grow Mitchell Rubin 8.30
    RiverPark Short Term David K. Sherman 8.30
    RiverPark/Wedgewood David Alan Rolfe 8.30