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RiverPark Funds

Founded in 2006, RiverPark manages research-driven, focused strategies in equities, fixed income and venture capital.

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As of 3/31/25, the RiverPark Short Term High Yield Fund had the highest
10-year Sharpe ratio of any non-money market fund at Morningstar.
For more information, please click here

Top 10 Funds by Sharpe Ratio
Name Morningstar Category Sharpe Ratio
3 Yr		 Sharpe Ratio
5 Yr		 Sharpe Ratio
10 Yr
RiverPark Short Term High Yield Instl US Fund High Yield Bond 0.84 1.97 1.47
Spectrum Low Volatility Investor US Fund Nontraditional Bond -0.19 0.71 0.96
JNL/Mellon Infor Tech Sect A US Fund Technology 0.42 0.91 0.88
Counterpoint Tactical Income I US Fund Nontraditional Bond 0.3 0.68 0.86
Fidelity Advisor Technology I US Fund Technology 0.34 0.86 0.86
Putnam Global Technology Y US Fund Technology 0.35 0.75 0.86
Columbia Global Technology Growth Inst US Fund Technology 0.33 0.81 0.85
GMO Quality IV US Fund Large Blend 0.48 0.96 0.85
Fidelity Advisor Series Equity Gr US Fund Large Growth 0.38 0.96 0.84
Janus Henderson VIT Glb Tech&Innvt Instl US Fund Technology 0.36 0.74 0.83

Source: Morningstar Principia

The Sharpe ratio is calculated by subtracting the risk-free rate – such as that of the 3-month U.S. Treasury Bill – from the rate of return for a portfolio and dividing the result by the standard deviation of the portfolio returns.
For performance data and portfolio holdings current to the most recent month end please click here. Past performance does not guarantee future results.

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RiverPark Funds
156 West 56th Street, 17th Floor
New York, NY 10019

 

 

Important Information

The RiverPark Funds are distributed by SEI Investments Distribution Co., which is not affiliated with RiverPark Advisors, LLC, Wedgewood Partners, Inc., CrossingBridge Advisors, LLC, Next Century Growth Investors, LLC, or their affiliates.

Check the background of SEI Investments Distribution Co. on FINRA's BrokerCheck

RiverPark is the brand name for RiverPark Advisors, LLC and its affiliated investment advisers.

Investing involves risk including loss of principal. Accordingly, the purchase of Fund shares should be viewed as a long-term investment. There can be no assurance that a Fund will achieve its stated objectives. Some Funds may use leverage. If the securities decrease in value, a Fund that uses leverage may suffer a greater loss than would have resulted without the use of leverage. To the extent any Fund engages in short sales, losses are potentially unlimited and the expenses involved with the short strategy may impact the performance of the Fund. With the exception of the Wedgewood Fund and the RiverPark Floating Rate CMBS Fund, each Fund is "diversified", as that term is defined in the Investment Company Act of 1940. Bonds and bond funds are subject to credit risk, default risk, and interest rate risk and may decline in value as interest rates rise. High yield bonds involve greater risks of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments. Securities backed by commercial real estate assets are subject to securities market risks similar to those of direct ownership of commercial real estate loans including, but not limited to, declines in the value of real estate, declines in rental or occupancy rates and risks related to general and local economic conditions. In addition to the normal risks associated with investing, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. Investments in smaller companies typically exhibit higher volatility.

To determine if a Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expenses before investing. This and other information may be found in the Fund's prospectus, which may be obtained by clicking here or calling 1-888-564-4517. Please read the prospectus carefully before investing.

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