Riverpark Large Growth Fund Quote
| RPXIX Fund | USD 30.94 0.22 0.72% |
Performance19 of 100
| Odds Of DistressLess than 15
|
Riverpark Large is trading at 30.94 as of the 1st of December 2024; that is 0.72 percent up since the beginning of the trading day. The fund's open price was 30.72. Riverpark Large has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Riverpark Large Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The funds managers seeks long-term capital appreciation by investing in equity securities of large capitalization companies that RiverPark believes have above-average growth prospects. Under normal circumstances, it invests at least 80 percent of its net assets in the securities of large capitalization companies. More on Riverpark Large Growth
Moving together with Riverpark Mutual Fund
Riverpark Mutual Fund Highlights
| Fund Concentration | RiverPark Funds, Large Growth Funds, Large Growth, RiverPark Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 26th of January 2023 |
| Fiscal Year End | September |
Riverpark Large Growth [RPXIX] is traded in USA and was established 1st of December 2024. Riverpark Large is listed under RiverPark Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of RiverPark Funds family. This fund at this time has accumulated 38.28 M in assets with minimum initial investment of 50 K. Riverpark Large Growth is currently producing year-to-date (YTD) return of 24.62%, while the total return for the last 3 years was -1.25%.
Check Riverpark Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Riverpark Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Riverpark Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Riverpark Large Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Riverpark Large Growth Mutual Fund Constituents
| MSFT | Microsoft | Stock | Information Technology | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| BX | Blackstone Group | Stock | Financials | |
| KMX | CarMax Inc | Stock | Consumer Discretionary | |
| EXAS | EXACT Sciences | Stock | Health Care | |
| AMTD | AMTD IDEA Group | Stock | Financials | |
| NOC | Northrop Grumman | Stock | Industrials | |
| TWLO | Twilio Inc | Stock | Information Technology |
Riverpark Large Growth Risk Profiles
| Mean Deviation | 0.6134 | |||
| Semi Deviation | 0.724 | |||
| Standard Deviation | 0.8542 | |||
| Variance | 0.7296 |
Riverpark Large Against Markets
Other Information on Investing in Riverpark Mutual Fund
Riverpark Large financial ratios help investors to determine whether Riverpark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Riverpark with respect to the benefits of owning Riverpark Large security.
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |