RIVBX

ActiveMin. $1M

Riverbridge Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio

0.96%

Annual Cost per $10K

$96.00

30-Year Fee Drag per $10K

$18,034

at 7% annual return

Fund Type

Mutual Fund

Active · Min: $1M

Trailing 12-Month

+12.68%

Asset Allocation

US Equity

97%

Intl Equity

Cash

Fee Comparison

RIVBX

0.96%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

9% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+58.95%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

RIVBX at 0.96%$290,443

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$90,169

Cost vs index fund−$86,981

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

Ticker	Name	ER	1yr	3yr	5yr
RIVBX	Riverbridge Growth Fund	0.96%	+12.68%	+16.70%	+7.15%
QCGRFX	College Retirement Equities Fund - Growth Account	—	+20.77%	+27.32%	—
TRBCX	T. Rowe Price Blue Chip Growth Fund, Inc.	0.69%	+22.17%	+26.00%	+11.15%
PRGFX	T. Rowe Price Growth Stock Fund, Inc.	0.65%	+18.09%	+22.19%	+9.65%
QCEQFX	College Retirement Equities Fund - Equity Index Account	—	+14.87%	+19.27%	—
ERASX	Eaton Vance Atlanta Capital SMID-Cap Fund	0.81%	-2.10%	+9.56%	+10.60%
EGFSX	Edgewood Growth Fund	1.25%	—	—	—
VMCAX	VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND	—	—	—	—
FLMVX	JPMorgan Mid Cap Value Fund	1.09%	+5.29%	+10.20%	+13.06%
TRRDX	T. Rowe Price Retirement 2040 Fund	0.60%	+10.78%	+14.37%	+9.69%
TRRCX	T. Rowe Price Retirement 2030 Fund	0.56%	+9.06%	+11.74%	+7.86%
APGZX	AB LARGE CAP GROWTH FUND INC	0.51%	+16.20%	+21.12%	+12.91%
HRCAX	Harbor Capital Appreciation Fund	0.92%	+18.13%	+24.99%	+10.71%
TRLGX	T. Rowe Price Large-Cap Growth Fund	0.55%	+19.59%	+24.85%	+13.00%
CIVVX	CAUSEWAY INTERNATIONAL VALUE FUND	1.10%	+22.71%	+28.76%	+16.75%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+18.63%	+22.26%	+13.06%
TRRJX	T. Rowe Price Retirement 2035 Fund	0.59%	+9.96%	+13.16%	+8.83%
AULDX	Ultra Fund	0.54%	+15.13%	+21.78%	+12.24%
LGRRX	Loomis Sayles Growth Fund	0.91%	+25.06%	+28.93%	+14.61%
TRRKX	T. Rowe Price Retirement 2045 Fund	0.61%	+11.42%	+15.19%	+10.32%
TRRMX	T. Rowe Price Retirement 2050 Fund	0.63%	+11.69%	+15.46%	+10.47%
TRRHX	T. Rowe Price Retirement 2025 Fund	0.54%	+8.47%	+10.52%	+7.00%
PLCGX	LargeCap Growth Fund I	0.94%	+16.10%	+21.61%	+10.46%
PACOX	T. Rowe Price U.S. Equity Research Fund	0.83%	+14.50%	+20.06%	+14.80%
TRRBX	T. Rowe Price Retirement 2020 Fund	0.52%	+8.25%	+9.90%	+6.43%
CREFX	Cohen & Steers Real Estate Securities Fund	0.75%	-0.67%	+4.85%	+7.73%
JHLGX	Multimanager Lifestyle Growth Portfolio	0.97%	+10.39%	+12.50%	+8.67%
AGRDX	Growth Fund	0.54%	+17.09%	+22.30%	+12.91%
HAGAX	Carillon Eagle Mid Cap Growth Fund	1.03%	+17.37%	+7.92%	+6.15%
MLAAX	NYLI Winslow Large Cap Growth Fund	0.94%	+19.17%	+25.57%	+12.69%
HAIAX	HARTFORD CORE EQUITY FUND	0.69%	+13.29%	+17.39%	+12.73%
TRRNX	T. Rowe Price Retirement 2055 Fund	0.64%	+11.76%	+15.51%	+10.49%
SUWAX	DWS Core Equity Fund	0.83%	+11.94%	+17.15%	+13.37%
CSRIX	Cohen & Steers Institutional Realty Shares$1M min	0.75%	-0.57%	+4.64%	+7.63%
PLFMX	LargeCap S&P 500 Index Fund	1.29%	+15.06%	+18.67%	+13.90%
AMLP	Alerian MLP ETF	0.85%	+11.22%	+15.99%	+26.03%
DCZRX	Macquarie Small Cap Core Fund	0.68%	+4.31%	+8.36%	+10.77%
CSJFX	Cohen & Steers Realty Shares	0.80%	—	—	—
IEOPX	VOYA LARGE CAP GROWTH PORTFOLIO	0.92%	+19.10%	+21.94%	+13.57%
GTENX	Gateway Fund	0.65%	+9.63%	+11.64%	+7.66%
CIPMX	Champlain MidCap Fund	1.09%	+2.75%	+13.26%	+8.34%
JAGKX	500 Index Trust	0.50%	+15.28%	+18.91%	+14.15%
VVIPX	Voya VACS Index Series S Portfolio	—	+15.67%	—	—
JAIZX	Managed Volatility Growth Portfolio	0.77%	+5.59%	+9.95%	+6.65%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+6.81%	+11.40%	+13.88%
JENIX	The Jensen Quality Growth Fund Inc	1.26%	+2.22%	+10.27%	+9.73%
DHLAX	DIAMOND HILL LARGE CAP FUND	0.96%	+3.43%	+10.73%	-6.41%
CGWRX	Columbia Cornerstone Growth Fund	0.97%	+17.84%	+23.60%	+13.68%
IGRFX	Macquarie Mid Cap Growth Fund	0.68%	+6.61%	+8.44%	-1.60%
ILGRX	Macquarie Large Cap Growth Fund	0.89%	+11.46%	+20.09%	+6.13%
SHAPX	ClearBridge Appreciation Fund	0.91%	+13.69%	+17.47%	+13.32%
VCSTX	Science & Technology Fund	0.91%	+25.42%	+27.53%	+13.07%
SSFRX	State Street Equity 500 Index Fund	0.62%	+15.10%	+18.76%	+13.98%
DVZRX	Macquarie Small Cap Value Fund	0.70%	+5.56%	+9.27%	+13.73%
OWACX	Old Westbury All Cap Core Fund	0.96%	+9.03%	+16.48%	+11.21%
JAIYX	Managed Volatility Balanced Portfolio	0.75%	+4.97%	+8.21%	+5.00%
COAVX	Columbia Overseas Value Fund	0.82%	+26.74%	+20.81%	+13.99%
FMGGX	Franklin Small-Mid Cap Growth Fund	0.84%	+13.49%	+13.33%	+5.92%
FSMEX	Select Medical Technology and Devices Portfolio	0.63%	-0.80%	+4.55%	+2.70%
OAZLX	Oakmark Select Fund	0.73%	+11.31%	+17.16%	—
FMUEX	Free Market U.S. Equity Fund$1M min	0.76%	+8.52%	+12.79%	+14.84%
TRRLX	T. Rowe Price Retirement 2060 Fund	0.64%	+11.77%	+15.49%	+10.50%
FMIMX	FMI Common Stock Fund	0.98%	+8.02%	+16.01%	+17.19%
FKUQX	Franklin Utilities Fund	0.81%	+15.40%	+9.33%	+11.66%
TRGIX	Nuveen Core Equity Fund	0.65%	+12.00%	+20.93%	+14.44%
CSXCX	Calvert U.S. Large Cap Core Responsible Index Fund	1.24%	+13.38%	+17.51%	+12.14%
TRLCX	Nuveen Large Cap Value Fund	0.66%	+7.42%	+14.29%	+13.83%
BMDSX	Baird Mid Cap Growth Fund	1.06%	-1.74%	+3.19%	+3.85%
JGAVX	JPMorgan U.S. Value Fund	0.94%	+7.54%	+12.33%	+13.43%
ESBLX	Eaton Vance Floating-Rate Fund	0.75%	+5.61%	+7.69%	+5.83%
PARAX	T. Rowe Price Retirement 2010 Fund	0.74%	+7.60%	+8.86%	+5.33%
TRRGX	T. Rowe Price Retirement 2015 Fund	0.50%	+8.04%	+9.55%	+6.03%
ASDEX	Select Fund	0.55%	+15.37%	+20.22%	+12.64%
JULAX	Multimanager Lifestyle Aggressive Portfolio	1.02%	+11.26%	+13.89%	+9.93%
TWHIX	Heritage Fund	1.00%	+21.55%	+17.05%	+10.10%
VVSVX	Venerable US Large Cap Strategic Equity Fund	0.86%	+18.68%	—	—
AFDGX	Large Cap Equity Fund	0.59%	+9.23%	+16.44%	+12.10%
CZMGX	Multi-Manager Growth Strategies Fund$1M min	0.72%	+21.46%	+25.51%	+13.80%
JAIJX	Lifestyle Growth Portfolio	0.61%	+10.65%	+13.04%	+8.53%
IAVGX	VOYA GROWTH AND INCOME PORTFOLIO	1.12%	+15.69%	+18.50%	+16.87%
PRSGX	T. Rowe Price Spectrum Diversified Equity Fund	0.73%	+10.90%	+15.32%	+11.21%
AQEAX	Columbia Disciplined Core Fund	0.94%	+12.83%	+17.76%	+13.81%
DDZRX	Macquarie Value Fund	0.61%	+4.07%	+7.37%	+9.38%
GCTRX	Goldman Sachs U.S. Tax-Managed Equity Fund	0.68%	+13.55%	+18.34%	+13.42%
USAAX	Victory Growth Fund	0.89%	+22.07%	+26.53%	+12.74%
PTLC	Pacer Trendpilot US Large Cap ETF	0.60%	+3.40%	+13.19%	+12.58%
JDSNX	Janus Henderson Small Cap Value Fund	0.99%	+1.98%	+16.12%	+12.17%
HNVRX	Harbor Small Cap Value Fund	0.80%	+0.82%	+9.41%	+11.05%
JCICX	JPMorgan U.S. GARP Equity Fund	0.84%	+19.10%	+24.08%	+15.09%
MIEAX	MM S&P 500 Index Fund	0.89%	+13.96%	+26.29%	+16.15%
FRESX	Fidelity Real Estate Investment Portfolio	0.64%	-0.40%	+3.85%	+6.45%
DQIAX	BNY Mellon Equity Income Fund	1.02%	+16.90%	+22.05%	+19.73%
PRUAX	PGIM Jennison Utility Fund	0.82%	+14.88%	+9.14%	+10.13%
JDPAX	Janus Henderson Mid Cap Value Fund	1.20%	+4.46%	+16.53%	+12.66%
FSRPX	Select Retailing Portfolio	0.64%	+12.89%	+16.01%	+8.36%
INDCX	Victory Pioneer Disciplined Growth Fund	0.98%	—	—	—
TRRPX	Nuveen Real Estate Securities Select Fund	0.65%	-4.80%	+2.23%	+4.15%
BOSOX	Boston Trust Walden Small Cap Fund	1.00%	+0.80%	+7.82%	+11.24%
AOMIX	One Choice Portfolio: Moderate	0.87%	+9.49%	+10.68%	+6.73%
GQEPX	GQG PARTNERS US SELECT QUALITY EQUITY FUND	0.70%	-2.09%	+20.77%	+14.98%
ARLCX	One Choice 2035 Portfolio	0.83%	+7.29%	+8.75%	+5.06%

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