Riverbridge Growth Institutional (RIVBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Riverbridge Growth Institutional
Minneapolis,MN 55402
801 Nicollet Mall, Suite 600
INVESTMENT MANAGERS SERIES TRUST(RIV)
Management information
,Lead manager since 31 December 2020
Ross Johnson joined Riverbridge in 2010. As Chief Investment Officer, Ross is responsible for coordinating the efforts of the Investment Team and overall portfolio compliance with the firm’s investment disciplines. He is also responsible for security selection and conducting company and industry research across all sections. Ross is a member of the management team at Riverbridge, which is responsible for the strategic decision making and overall management of the firm. Prior to joining Riverbridge, Ross spent three years with Boston Scientific as a manufacturing operations supervisor and a financial analyst, and began his career working for the Rosemount Division of Emerson Process Management as an engineer. He earned his Bachelor of Science in Mechanical Engineering from the University of North Dakota and his MBA from the University of St. Thomas Opus College of Business. Ross is a holder of the right to use the Chartered Financial Analyst® designation. He is a member of the CFA Institute and the CFA Society of Minnesota. Ross spends most of his time outside of work with his family watching youth sports, fishing, alpine skiing, or adopting a new hobby.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Growth
Fund familyRiverbridge
Net assets210.07M
YTD return3.50%
Yield0.00%
Morningstar rating★★
Inception date30 Dec 2012
Fund operations
Last dividendN/A
Last cap gain41.00
Holdings turnover9.00%
Average for categoryN/A
Fees and expenses
ExpenseRIVBXCategory average
Annual report expense ratio (net)0.96%0.99%
Prospectus net expense ratio0.96%N/A
Prospectus gross expense ratio1.04%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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