RPHIX : RiverPark Short Term High Yield Fund Class Institutional

RPHIX is a Bond Market High Yield Bond with MODERATE fees.

RPHIX

RiverPark Short Term High Yield Fund Class Institutional

FI Score

39 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

39% FI Score
  • rphix
  • Mutual Fund
  • Bond
  • High Yield Bond

RiverPark Short Term High Yield Fund Class Institutional

Expenses: 0.88% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks high current income and capital appreciation consistent with the preservation of capital. Under normal circumstances, the fund will invest no less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in high yield Securities rated BB or below by a Rating Agency or, if unrated, determined by Cohanzick to be of comparable quality. It will maintain a dollar-weighted average effective maturity of no more than three years.

Largest Holdings

Amount Holding
7.30% GFL Environmental Inc. 5.62%
6.22% Kinetic Concepts, Inc. 12.5%
4.16% CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.12%
3.98% PTC Inc 6%
3.63% Linkem S.p.A 7%
3.57% Aleris International, Inc. 10.75%
3.56% Dell International L.L.C. and EMC Corporation 5.88%
2.85% Infor (US), Inc. 6.5%
2.46% Infor Us Inc
2.11% Cincinnati Bell 8/17
1.63% Pure Acquisition Corp Ordinary Shares - Class A
1.63% Anixter Inc 5.12%
1.60% United Rentals (North America), Inc. 5.5%
1.27% HC2 Holdings Inc 11.5%
1.12% Sirius XM Holdings Inc 3.88%
1.09% RegionalCare Hospital Partners Holdings, Inc. 8.25%
1.03% Hawaiian Holdings Inc. 4.95%
0.95% SFL Corporation Ltd 5.75%
0.90% ST LUCIE CNTY FLA POLLUTN CTL REV 0.23%
0.65% NEW JERSEY ECONOMIC DEV AUTH REV 5%
0.60% NEW JERSEY ECONOMIC DEV AUTH REV 5%
0.59% Vistra Energy Corporation 5.88%
0.59% METROPOLITAN PIER & EXPOSITION AUTH ILL DEDICATED ST TAX REV 5.25%
0.56% Clearway Energy Inc 3.25%
0.49% Compuware Corp Tl

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