Riverbridge Growth Fund Investor (RIVRX)
26.07
-0.24
(-0.91%)
USD |
May 19 2026
RIVRX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.82% |
| Stock | 98.50% |
| Bond | 0.89% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.21% |
Market Capitalization
As of February 28, 2026
| Large | 49.00% |
| Mid | 22.45% |
| Small | 28.55% |
Region Exposure
| Americas | 95.93% |
|---|---|
|
North America
|
95.93% |
| United States | 95.93% |
|
Latin America
|
0.00% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.46% |
|---|---|
| United Kingdom | 1.53% |
|
Europe Developed
|
1.93% |
| Germany | 1.27% |
|
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 | 0.61% |
|---|
Stock Sector Exposure
| Cyclical |
|
20.45% |
| Materials |
|
1.53% |
| Consumer Discretionary |
|
13.19% |
| Financials |
|
5.73% |
| Real Estate |
|
0.00% |
| Sensitive |
|
59.70% |
| Communication Services |
|
7.86% |
| Energy |
|
0.00% |
| Industrials |
|
19.33% |
| Information Technology |
|
32.51% |
| Defensive |
|
16.48% |
| Consumer Staples |
|
1.20% |
| Health Care |
|
15.28% |
| Utilities |
|
0.00% |
| Not Classified |
|
3.36% |
| Non Classified Equity |
|
1.66% |
| Not Classified - Non Equity |
|
1.70% |
As of February 28, 2026
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 | -- |