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Wedgewood Retail RWGFX

Medalist Rating as of | See River Park Funds Investment Hub
  • NAV / 1-Day Return 4.65  /  +0.43 %
  • Total Assets 29.1 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 15%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0

Morningstar’s Analysis RWGFX

Will RWGFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Wedgewood Retail's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings RWGFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 68.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

10.04 2.9 Mil
Communication Services

Visa Inc Class A

7.84 2.3 Mil
Financial Services

Alphabet Inc Class A

7.53 2.2 Mil
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

6.72 2.0 Mil
Technology

Apple Inc

6.66 1.9 Mil
Technology

PayPal Holdings Inc

6.47 1.9 Mil
Financial Services

Microsoft Corp

6.07 1.8 Mil
Technology

Copart Inc

6.02 1.8 Mil
Industrials

Tractor Supply Co

5.61 1.6 Mil
Consumer Cyclical

Motorola Solutions Inc

5.58 1.6 Mil
Technology