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 Multi-Cap Growth
Performance Rating Low
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 -1.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.76%.
