US Small-Cap Core
River Oak Discovery Fund
Last updated: 2026-03-23
The Verdict
River Oak Discovery Fund charges an expense ratio of 1.23%. On a $100,000 portfolio, that's $1,230 per year in fees. Supreme.PM's decoded model provides similar exposure at a fraction of the cost, potentially saving $980 per year.
Expense Ratio
1.23%
Star Rating
3/ 5
Market Beta
0.80
Supreme.PM Cost
0.25%
Annual platform fee
Fee Analysis
River Oak Discovery Fund charges 1.23% annually. Supreme.PM offers equivalent exposure for 0.25%, a savings of 0.98 percentage points.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
US Small-Cap Core Category
Browse all US Small-Cap Core funds
US Small-Cap Core Rankings
Top-rated US Small-Cap Core funds
Our Methodology
How we decode fund strategies
Virtus Small-Cap Fund
5-star rated
T Rowe Price Integrated US Small-Mid Cap Core Equity
4-star rated
T Rowe Price Small-Cap Value Fund
3-star rated
Voya Small Company Fund
3-star rated
AB Discovery Value Fund
3-star rated
Frequently Asked Questions
What is the expense ratio of River Oak Discovery Fund?
River Oak Discovery Fund has an expense ratio of 1.23%. Supreme.PM's decoded model provides similar exposure at a significantly lower cost.
How does Supreme.PM replicate River Oak Discovery Fund?
Supreme.PM uses AI to analyze the fund's holdings and trading patterns, creating a decoded model that tracks the fund's performance.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.