About RIVRX
The Riverbridge Growth Fund Investor Class is an actively managed mutual fund focused on long-term capital appreciation through investments in growth-oriented companies. Launched in 2012, the fund employs a diversified approach, typically holding between 40 and 60 equity securities across all market capitalizations, including large, mid, and small-cap companies. Its portfolio allocation is not limited by sector, though it often features significant exposure to information technology, industrials, and healthcare sectors. The fund’s management team utilizes a bottom-up stock selection process, aiming to identify high-quality businesses with sustainable earnings growth and strong intrinsic value development over extended periods.
Riverbridge Growth Fund Investor Class targets a blend of U.S. and select foreign companies, including American Depositary Receipts, with a preference for firms demonstrating clear, long-term growth prospects regardless of broader economic conditions. The fund maintains a relatively low turnover ratio, reflecting a buy-and-hold investment philosophy. While its expense ratio is higher than many peers, the fund seeks to reward shareholders with disciplined portfolio construction and a focus on businesses with enduring competitive advantages. With total assets exceeding $200 million, the Riverbridge Growth Fund Investor Class serves investors pursuing diversified exposure to leading growth companies over the long term.
Fund Family Riverbridge
Category Large Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RIVRX
Share Class Investor Class
Index Russell 3000 Growth TR
RIVRX had a total return of -5.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.94%.
