RIVSX : River Oak Discovery Fund

RIVSX is a US Stocks Market Small Blend with HIGH fees.

RIVSX

River Oak Discovery Fund

FI Score

15 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

15% FI Score
  • rivsx
  • Mutual Fund
  • US Stocks
  • Small Blend

River Oak Discovery Fund

Expenses: 1.35% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies with small market capitalization, or small cap companies. In selecting investments for the fund, the Adviser chooses stocks of companies which it believes have above-average growth potential at attractive prices. The fund will generally hold between 30 and 40 common stocks.

Largest Holdings

Amount Holding
7.00% Boston Beer Co Inc Class A
5.66% Kulicke & Soffa Industries Inc
4.46% Advanced Energy Industries Inc
4.35% United Therapeutics Corp
4.25% Cohu Inc
4.22% SolarEdge Technologies Inc
3.97% Silicon Motion Technology Corp ADR
3.81% Eagle Pharmaceuticals Inc
3.52% Cirrus Logic Inc
3.22% Dime Community Bancshares Inc
3.18% Selective Insurance Group Inc
3.13% Ambarella Inc
2.76% Innoviva Inc
2.73% Mercer International Inc
2.59% Barrett Business Services Inc
2.57% American Public Education Inc
2.36% Magellan Health Inc
2.30% CNO Financial Group Inc
2.17% Aaron's Inc
2.15% Hollysys Automation Technologies Ltd
2.02% Adtalem Global Education Inc
1.98% AllianceBernstein Holding LP
1.93% FireEye Inc
1.88% Perficient Inc
1.77% Taylor Morrison Home Corp Class A

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