RiverPark Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return17.956.35-4.114.913.31
    Category Average21.696.260.687.444.90
    Assets for Each Yr*2.543.653.583.143.23
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.31 2.88 6.58

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,230 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.0 48.17 1.06 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.3 48.26 0.98 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 24.93 4.08
    Berkshire Hathaway Inc B* Financial Services 2.22 3.66
    The Kraft Heinz Co* Consumer Defensive 5.46 3.24
    Visa Inc Class A* Financial Services 14.52 3.05
    Alphabet Inc A* Technology 7.25 2.99
    The Priceline Group Inc* Consumer Cyclical 21.76 2.88
    Schlumberger Ltd* Energy -5.69 2.75
    Qualcomm Inc* Technology -11.21 2.38
    Charles Schwab Corp* Financial Services 2.69 2.11
    PayPal Holdings Inc* Financial Services 9.55 2.11
    Verisk Analytics Inc* Industrials -0.89 1.97
    Core Laboratories NV* Energy -3.70 1.96
    Treehouse Foods Inc* Consumer Defensive 18.52 1.58
    Tractor Supply Co* Consumer Cyclical -9.37 1.49
    Cognizant Technology Solutions C* Technology 5.44 1.49
    TJX Companies Inc* Consumer Cyclical 6.40 1.43
    Fastenal Co* Industrials 9.71 1.34
    Ross Stores Inc* Consumer Cyclical 0.95 1.19
    Blackstone Group LP* Financial Services 10.17 0.30
    Facebook Inc A* Technology 23.99 0.28

    Best 5-Year Relative Performance | More
    03-29-17

    Worst 5-Year Relative Performance | More
    03-29-17

    Lowest Expenses | More
    03-29-17

    Highest Expenses | More
    03-29-17

    Longest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    RiverPark Structural Jeremy Berman 8.50
    RiverPark Long/Short Mitchell Rubin 7.50
    RiverPark Large Grow Mitchell Rubin 6.50
    RiverPark Short Term David K. Sherman 6.50
    RiverPark/Wedgewood David Alan Rolfe 6.50

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    RiverPark Focused Va David Lee Berkowitz 2.00
    RiverPark Strategic David K. Sherman 3.50
    RiverPark Large Grow Mitchell Rubin 6.50
    RiverPark Short Term David K. Sherman 6.50
    RiverPark/Wedgewood David Alan Rolfe 6.50