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RiverPark Short Term High Yield Fund Class Retail (RPHYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.64-0.01 (-0.10%)
At close: 6:45PM EST
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RiverPark Short Term High Yield Fund Class Retail

RiverPark Funds Trust

156 West 56th Street

New York NY 10019

888-564-4517
Management Information
David K. Sherman,Lead Manager since September 29, 2010
David K. Sherman is the portfolio manager for RiverPark Short Term and RiverPark Strategic Income. Mr. Sherman, is the managing member of Cohanzick. Since 1996, Mr. Sherman, on behalf of Cohanzick Management, LLC , has managed accounts for various clients utilizing investment programs substantially similar to those intended to be used by the Fund. From January 1987 to August 1996, Mr. Sherman held various executive and director positions at Leucadia National Corporation and/or its subsidiaries. From August 1992 to August 1996, Mr. Sherman served as a Vice President of Leucadia with primary responsibility for the oversight of Leucadia's insurance companies' investment portfolios. Mr. Sherman holds a B.S. in Business Administration from Washington University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryHigh Yield Bond
Fund FamilyRiverPark Funds
Net Assets1.09B
YTD Return1.18%
Yield2.07%
Morningstar Rating
Inception DateSep 29, 2010

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover266.00%
Average for CategoryN/A

Fees & Expenses

ExpenseRPHYXCategory Average
Annual Report Expense Ratio (net)1.05%0.95%
Prospectus Net Expense Ratio1.05%N/A
Prospectus Gross Expense Ratio1.05%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.89%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection334N/A
5 Yr Expense Projection579N/A
10 Yr Expense Projection1,283N/A
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