About RIVBX
The Riverbridge Growth Fund Institutional Class is a diversified mutual fund that targets long-term capital appreciation through investments in equity securities across all market capitalizations. Managed by the Riverbridge Investment Team, the fund typically holds between 40 and 60 companies, reflecting a broad, all-cap growth approach. Since its inception in 2012, the fund has been guided by a disciplined investment philosophy, emphasizing companies with sustainable earnings power and growth prospects. As of early 2025, its portfolio is heavily weighted toward sectors like information technology, industrials, and health care, with top holdings including prominent firms such as NVIDIA, Microsoft, and Amazon. The fund maintains a relatively low annual turnover, aiming for long-term investment horizons and minimizing trading costs. It features an institutional-class net expense ratio of 0.96%, making it competitive within its category. Serving institutional investors and seeking to provide consistent growth over time, the Riverbridge Growth Fund Institutional Class plays a significant role for those looking to access actively managed exposure to dynamic, growth-oriented companies throughout the U.S. equity market.
Fund Family Riverbridge
Category Large Growth
Performance Rating Low
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RIVBX
Share Class Institutional Class
Index Russell 3000 Growth TR
RIVBX had a total return of -3.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.99%.
