Mutual Funds - Profile

Riverbridge Growth Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is driven by fundamental analysis to identify companies with superior earnings growth potential.

The investment team believes that earnings power determines the value of a business.

Then the research team relies on quantitative techniques to look for high-quality companies demonstrating consistent growth in earnings over the long term.

The team emphasizes companies that meet earnings, return on capital and growth criteria that generate a higher return on capital and superior growth More

Price

  • Last Close
  • $26.51
    -0.67
  • 52 Week HL
  • $33.91 - $26.51
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Microsoft Corporation 4.97
CoStar Group, 3.73
Tyler Technologies, 3.42
Amazon Com 3.37
Globant S.A. 3.34
Company Holding
Grand Canyon 3.10
Paycom Software, 2.92
Veeva Systems 2.87
West Pharmaceutical 2.68
Five Below 2.64
Total 33.04%

Manager

  • Name
  • Mark A. Thompson
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-13.1 % YTD

  • 3 Year
  • 43.48%
  • 5 Year
  • 94.29%
  • Best
  • 39.38%
    2020
  • Worst
  • -13.07%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
RIVRX -12%25%37%34%-3%28%6%4%11%32%13%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -6.4% -2.3% -10% 15% 4.5% 7.4% -1.1% 2.4% 0.4% - -
Q2 - 7.2% 27.4% 5% 6.5% 6.1% 2.1% 2.9% -1.1% 5.1% -
Q3 - 6.7% 10.5% -1.2% 11.1% 1.7% 5% -5.3% -2.9% 9.3% -
Q4 - 0.3% 10.1% 5.7% -14.4% 7.3% -0.4% 4.4% 6.6% 6.8% -

Returns +
M

J F M A M J J A S O N D
2022 -13.1% - - - - - - - - - - -
2021 -1.9% -0.1% -0.3% 6.1% -3.1% 4.2% 3.8% 2.2% 0.6% 1% -5% -2.7%

Annual
Return

Index Comparison

Alpha

NAV