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RFVFX RiverPark Focused Value Retail

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Fund RFVFX RiverPark Focused Value Retail STFGX State Farm Growth SIZE iShares Edge MSCI USA Size Factor  
100% 86% 85%
Annual Fees
(1.25% Exp. Ratio)
(0.12% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$36,401.86 $51,211.37 $50,751.92
Est. savings over 30 yrs +$14,809.52 +$14,350.06
As of 9/30/16
1 YR RETURN -6.14%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.60%
3 YR 9.81%
5 YR 13.15%
10 YR 6.47%
1 YR RETURN 15.07%
3 YR 11.31%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest primarily in the securities of U.S. companies with market capitalizations in excess of $10 billion ("Large Capitalization Companies"), but it may also invest in the securities of smaller companies and companies outside the U.S. RiverPark Value seeks long-term capital appreciation by investing in equity securities of companies that RiverPark Advisors, LLC, the fund's investment adviser, believes, based on the Adviser's internal research, are trading at substantial discounts to intrinsic value. The fund is non-diversified.
The investment seeks long-term growth of capital, which may be supplemented by income. The fund normally invests at least 80% of its assets in common stocks and other income-producing equity securities. Although there is no restriction on the size of the companies in which the fund invests, ordinarily most of the fund's investments are in companies with market capitalizations of at least $1.5 billion at the time of investment.
The investment seeks to track the investment results of the MSCI USA Risk Weighted Index composed of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the "parent index"). The parent index includes U.S. large- and mid- capitalization stocks.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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