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The Riverbridge Growth Fund

The Riverbridge Growth Fund

The Riverbridge Growth Fund was established on December 31, 2012. It is a diversified growth fund invested in 45-60 companies of all market capitalization sizes. The fund is managed by the Riverbridge Investment Team utilizing our time-tested investment philosophy and disciplines. It is modeled after our All Cap Growth separate account portfolio, which was our flagship investment strategy.

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▸ Regular Account Application
▸ IRA Asset Transfer Application
▸ Prospectus
▸ Summary Prospectus
▸ Statement of Additional Information (“SAI”)
▸ XBRL – Supplement November 2018*
▸ IRA Application
▸ Roth IRA Disclosure Statement
▸ Traditional IRA Disclosure Statement
▸ Secure Act IRA Disclosure Supplement
▸ Semi-Annual Report
▸ Annual Report 
▸ Roth IRA Custodial Document Amendment 2017 
▸ Traditional SEP IRA Custodial Document Amendment 2017
▸ CARES Act Overview
▸ CARES Act FAQ
▸ RMD Statement Message
▸ Schedule of Investments
02/29/2020
08/31/2020
02/28/2021
08/31/2021
02/28/2022
08/31/2022

The Riverbridge Growth Fund

The Riverbridge Growth Fund was established on December 31, 2012. It is a diversified growth fund invested in 45-60 companies of all market capitalization sizes. The fund is managed by the Riverbridge Investment Team utilizing our time-tested investment philosophy and disciplines. It is modeled after our All Cap Growth separate account portfolio, which was our flagship investment strategy.

Download Factsheet
▸ Regular Account Application
▸ IRA Asset Transfer Application
▸ Prospectus
▸ Summary Prospectus
▸ Statement of Additional Information (“SAI”)
▸ XBRL – Supplement November 2018*
▸ IRA Application
▸ Roth IRA Disclosure Statement
▸ Traditional IRA Disclosure Statement
▸ Secure Act IRA Disclosure Supplement
▸ Semi-Annual Report
▸ Annual Report 
▸ Roth IRA Custodial Document Amendment 2017 
▸ Traditional SEP IRA Custodial Document Amendment 2017
▸ CARES Act Overview
▸ CARES Act FAQ
▸ RMD Statement Message
*XBRL Files: eXtensible Business Reporting Language. The XBRL files above can only be read with special viewer software. Additional information on the XBRL language and a free version of the viewer software is available on the SEC’s website at xbrl.sec.gov. Please note that the XBRL file does not include all of the information contained in the Prospectus or Summary Prospectus. To access the full text of the Prospectus or Summary Prospectus, click on the link for each above.

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