Riverbridge Growth Fund - Institutional Class
RIVBX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Minneapolis,MN 55402 Los Angeles CA United States of America 90071
- IPO Date
- Jan 2, 2013
- CIK
- 0001318342
- Website
- capitalgroup.com
- Similar Companies
- Business
- Riverbridge Growth Fund (RIVBX) is an open-end mutual fund that seeks long-term capital appreciation through investments in equity securities of growth-oriented companies across all market capitalization sizes, including small-, mid-, and large-cap firms; it maintains a diversified portfolio of 40-60 holdings, with a focus on high-quality businesses demonstrating high returns on invested capital, consistent unit growth, strong free cash flow generation, and enduring competitive advantages. The fund offers Institutional Class shares (RIVBX) with a minimum initial investment of $2,500 and a net expense ratio of 0.96%, and Investor Class shares (RIVRX) with a minimum initial investment of $1,000 and a net expense ratio of 1.21%; shares redeemed within 90 days of purchase incur a 1.00% redemption fee, and the advisor has contractually agreed to waive certain fees and/or reimburse expenses to maintain the net expense ratios through at least March 31, 2026. Primarily targeting U.S. institutional and retail investors seeking growth exposure, the fund allocates heavily to sectors such as technology (approximately 40%), healthcare, industrials, and consumer cyclical; top holdings as of recent periods include NVIDIA Corp., Microsoft Corp., Amazon.com Inc., HEICO Corp., and Tyler Technologies Inc., with limited exposure to non-U.S. securities via American Depositary Receipts (ADRs). The fund invests without strict sector limitations but emphasizes bottom-up stock selection to build earnings power over extended periods. Established on December 31, 2012, and headquartered in Minneapolis, Minnesota, the fund is managed by Riverbridge Partners LLC, an employee-majority-owned investment adviser with a track record dating to 1987, located at 80 South Eighth Street, Suite 1500. Riverbridge Growth Fund operates as a series of Investment Managers Series Trust, distributed by IMST Distributors, LLC, and is available for sale in all U.S. states to persons in the United States and its territories. In recent developments, Ross Johnson, CFA, serves as the lead portfolio manager since January 1, 2021, overseeing the investment team and ensuring adherence to the firm's time-tested All Cap Growth disciplines modeled from its separate account strategy; the fund has maintained low turnover, with a 5-year annual average of approximately 11-15%, reflecting a long-term holding approach. As of September 30, 2025, the portfolio comprised 44 holdings with a weighted average market cap of $1,125 billion and active share of 63.76% versus benchmarks like the Russell 3000 Growth Index; net assets stood at approximately $187 million. No major acquisitions, funding rounds, partnerships, or structural reorganizations have been announced in the past 1-2 years, with ongoing emphasis on endurance-focused portfolio construction amid market cycles.