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Riverpark Strategic Income Fund Retail Class: (MF: RSIVX)

(NASDAQ Mutual Funds) As of Feb 6, 2023 08:00 PM ET

$8.62 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Dec 31, 2022

Total Return %* Percentile Rank Objective
YTD -3.54 16
3 months 0.24 93
6 months -1.18 52
1 Year -3.54 16
3 Year 3.55 1
5 Year 3.01 2
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 9/19) NA

Load Adjusted Returns as of Dec 31, 2022

1 Year -3.54
5 Year 3.01
10 Year NA
Since Inception 3.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2022 0.82 -3.18 -1.42 0.24
2021 5.77 1.37 1.43 2.45
2020 -12.93 9.90 3.49 4.29
2019 2.00 0.99 -0.27 0.61
2018 0.85 0.79 1.11 -1.66

Annual Return

202220212020201920182017201620152014
% Total Return -3.5411.443.273.351.084.579.85-4.173.89
% Total Return Rel to Index 9.4812.98-4.22-5.371.071.037.19-4.75-2.04
% Total Return Rel to Peer 5.9810.77-2.65-4.622.220.564.71-2.191.28
% Perf Quintile vs Peer* 1.001.004.005.001.002.001.005.002.00
% Dividends 0.530.450.480.410.390.440.490.570.52
% Yield 5.944.595.204.324.064.464.985.944.92
Capital Gains ($) 0.000.000.000.000.000.000.000.000.00
Expense Ratio 1.271.331.221.331.431.291.241.191.24

* 1 = Top 20%, 5 = Bottom 20%