Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
1 to 14 of 14 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund Institutional Class Shares | RCRIX | Securitized Bond - Focused | — | 3.11% | 72 | 0.850% | Average | Institutional | $50,000 | |
| RiverPark Floating Rate CMBS Fund Retail Class Shares | RCRFX | Securitized Bond - Focused | — | 2.72% | 74 | 1.250% | High | No Load | $1,000 | |
| RiverPark Short Term High Yield Fund Class Institutional | RPHIX | High Yield Bond | 2.81% | 4 | 0.960% | High | Institutional | $50,000 | ||
| Riverpark/Next Century Growth Fund Retail Class Shares | RPNCX | Small Growth | 20.44% | 10 | 1.400% | High | No Load | $1,000 | ||
| Riverpark/Next Century Growth Fund Institutional Class Shares | RPNIX | Small Growth | 20.72% | 9 | 1.150% | High | Institutional | $50,000 | ||
| RiverPark Short Term High Yield Fund Class Retail | RPHYX | High Yield Bond | 2.74% | 4 | 1.240% | High | No Load | $1,000 | ||
| Wedgewood Fund Class Institutional | RWGIX | Large Growth | 6.52% | 76 | 1.000% | High | Institutional | $50,000 | ||
| Wedgewood Fund Class Retail | RWGFX | Large Growth | 6.16% | 79 | 1.250% | High | No Load | $1,000 | ||
| RiverPark Large Growth Fund Class Institutional | RPXIX | Large Growth | 5.18% | 83 | 1.000% | High | Institutional | $50,000 | ||
| RiverPark Large Growth Fund Class Retail | RPXFX | Large Growth | 4.95% | 84 | 1.250% | High | No Load | $1,000 | ||
| RiverPark Long/Short Opportunity Fund Retail Class | RLSFX | Long-Short Equity | 1.32% | 83 | 2.000% | High | No Load | $1,000 | ||
| RiverPark Long/Short Opportunity Fund Institutional Class | RLSIX | Long-Short Equity | 1.49% | 82 | 1.850% | High | Institutional | $50,000 | ||
| Riverpark/Next Century Large Growth Fund Institutional Class | RPNLX | Large Growth | — | 12.56% | 38 | 1.000% | High | Institutional | $50,000 | |
| Riverpark/Next Century Large Growth Fund Retail Class | RPNRX | Large Growth | — | 12.28% | 39 | 1.250% | High | No Load | $1,000 |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.