River Oak Discovery FundRIVSX

MUTUAL FUNDOak
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$15.3M
Expense ratio
1.20%
1-year return
+51.5%
3 years, a year
+15.9%
5 years, a year
+7.1%
Holdings
30

What it aims to do.

The Fund seeks long-term capital growth.

Top 10 holdings.

Holding% of fund
Mount Vernon Liquid Assets Portfolio, LLC12.31%
SIMO Silicon Motion Technology Corp6.04%
AIT Applied Industrial Technologies Inc5.53%
COHU Cohu Inc5.12%
VVX V2x Inc4.72%
AB Alliancebernstein Holding Lp4.65%
DIOD Diodes Inc4.63%
KLIC Kulicke And Soffa Industries Inc4.56%
LNTH Lantheus Holdings Inc4.37%
ADEA Adeia Inc4.30%

More on RIVSX.

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