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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all River Park Funds funds
Performance
The fund has returned 9.07 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.0% |
| 1 Year | 9.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large capitalization companies that the sub-adviser believes have above-average growth prospects. It invests primarily in common stocks. The adviser considers companies with market capitalizations in excess of $5 billion to be large capitalization companies. The fund generally holds securities of between 20 and 30 companies. It invests primarily in the securities of U.S. companies, but the fund may also invest outside of the U.S. The fund is non-diversified.
Fees
Fees are Average compared to funds in the same category.
RiverPark/Wedgewood Fund has an expense ratio of 1.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
