Morningstar

Wedgewood Fund Class Retail RWGFX

Morningstar Medalist Rating
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Medalist Rating as of See River Park Funds Investment Hub
  • NAV / 1-Day Return $4.53  /  −0.88 %
  • Fund Size $26.5M
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 23%
NAV and 1-Day Return as of

Morningstar’s Analysis RWGFX

Will RWGFX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wedgewood Retail holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings RWGFX

More RWGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

9.58 2M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

9.32 2M
Technology

Microsoft Corp

8.84 2M
Technology

Alphabet Inc Class A

8.55 2M
Communication Services

Apple Inc

8.45 2M
Technology

Visa Inc Class A

6.22 2M
Financial Services

Motorola Solutions Inc

5.62 1M
Technology

Amazon.com Inc

5.07 1M
Consumer Cyclical

Booking Holdings Inc

4.29 1M
Consumer Cyclical

Chubb Ltd

4.25 1M
Financial Services

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