Riverbridge Growth Fund Institutional (RIVBX)
27.19
+0.04
(+0.15%)
USD |
Feb 27 2026
RIVBX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.47% |
| Stock | 98.81% |
| Bond | 1.10% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.38% |
Market Capitalization
As of November 30, 2025
| Large | 48.29% |
| Mid | 25.28% |
| Small | 26.43% |
Region Exposure
| Americas | 97.70% |
|---|---|
|
North America
|
97.70% |
| United States | 97.70% |
|
Latin America
|
0.00% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.21% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
2.21% |
| Germany | 1.43% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.09% |
|---|
Stock Sector Exposure
| Cyclical |
|
17.87% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
12.17% |
| Financials |
|
5.69% |
| Real Estate |
|
0.00% |
| Sensitive |
|
61.44% |
| Communication Services |
|
8.17% |
| Energy |
|
0.00% |
| Industrials |
|
15.80% |
| Information Technology |
|
37.48% |
| Defensive |
|
16.74% |
| Consumer Staples |
|
0.76% |
| Health Care |
|
15.99% |
| Utilities |
|
0.00% |
| Not Classified |
|
3.95% |
| Non Classified Equity |
|
2.39% |
| Not Classified - Non Equity |
|
1.56% |
As of November 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |