About RPXIX
The RiverPark Large Growth Fund Institutional Class is a mutual fund focused on achieving long-term capital appreciation by investing primarily in the equity securities of large-capitalization companies. The fund defines large-cap companies as those with market capitalizations greater than $5 billion, and it seeks out businesses that exhibit strong growth prospects in terms of revenue, earnings, and cash flow. RiverPark’s investment approach centers on identifying companies with sustainable competitive advantages, robust management teams, and meaningful positions in sectors poised for long-term secular growth. The fund predominantly invests in U.S. companies, but it may also allocate a portion of assets to international equities. Emphasizing a bottom-up research process, the fund targets industries benefiting from technological innovation, structural economic changes, and demographic trends. The Institutional Class aims to provide lower expenses for larger investors, and, as of the latest available data, features a net expense ratio of 1.00%. Since its inception in 2010, the fund has positioned itself as a vehicle for investors seeking exposure to the growth potential of leading large-cap companies within the broader market landscape.
Fund Family RiverPark Funds
Category Large-Cap Growth
Performance Rating Low
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol RPXIX
Share Class Institutional Class
Index Russell 1000 Growth TR
RPXIX had a total return of 8.32% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.36%.
