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Morningstar

Wedgewood Retail RWGFX

Morningstar Medalist Rating
Medalist Rating as of | See River Park Funds Investment Hub
  • NAV / 1-Day Return 3.79  /  1.56 %
  • Total Assets 27.3 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 21%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 10:24 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RWGFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RWGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of RWGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Wedgewood Retail's Average People Pillar and Process 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RWGFX

More RWGFX Holdings
  • Current Portfolio Date
  • Equity Holdings 19
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 68.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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