Skip to Content
Morningstar

Wedgewood Institutional RWGIX

Morningstar Medalist Rating
Medalist Rating as of | See River Park Funds Investment Hub
  • NAV / 1-Day Return 5.26  /  +1.35 %
  • Total Assets 28.4 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield —
  • Turnover 15%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis RWGIX

Will RWGIX 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 RWGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RWGIX 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 RWGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Wedgewood Institutional'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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RWGIX

More RWGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

8.96 2.6 Mil
Communication Services

Meta Platforms Inc Class A

7.90 2.3 Mil
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

7.56 2.2 Mil
Technology

Apple Inc

6.67 1.9 Mil
Technology

Visa Inc Class A

6.54 1.9 Mil
Financial Services

UnitedHealth Group Inc

6.00 1.7 Mil
Healthcare

Microsoft Corp

5.97 1.7 Mil
Technology

PayPal Holdings Inc

5.80 1.7 Mil
Financial Services

Cash & Cash Equivalents

5.72 1.6 Mil
Cash and Equivalents

Motorola Solutions Inc

5.42 1.6 Mil
Technology