RiverPark Floating Rate CMBS FundRCRFX

MUTUAL FUNDRiverPark
Type
Mutual fund
Peer group
Taxable bond
Net assets
$33.3M
Expense ratio
1.25%
1-year return
+5.0%
3 years, a year
+7.7%
5 years, a year
+4.8%
Holdings
21

What it aims to do.

RiverPark Floating Rate CMBS Fund (RiverPark CMBS or the Fund) seeks to generate current income and capital appreciation consistent with the preservation of capital.

Top 10 holdings.

Holding% of fund
N/A8.93%
Ares Commercial Mortgage Trust6.01%
Ares Commercial Mortgage Trust6.01%
Bx Commercial Mortgage Trust5.99%
Bx Trust5.97%
Plym Commercial Mortgage Trust5.95%
Bx Commercial Mortgage Trust5.74%
Bx Commercial Mortgage Trust5.34%
Bx Trust4.67%
Mhp Commercial Mortgage Trust4.50%

More on RCRFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.