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Wedgewood Institutional RWGIX

Medalist Rating as of | See River Park Funds Investment Hub
  • NAV / 1-Day Return 5.41  /  +0.19 %
  • 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 Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:21 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.

Wedgewood Institutional'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 second-costliest quintile among peers.

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Portfolio Holdings RWGIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 68.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

9.17 2.6 Mil
Communication Services

Meta Platforms Inc Class A

8.09 2.3 Mil
Communication Services

Visa Inc Class A

7.27 2.1 Mil
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

7.15 2.0 Mil
Technology

Apple Inc

6.80 1.9 Mil
Technology

PayPal Holdings Inc

6.56 1.9 Mil
Financial Services

UnitedHealth Group Inc

6.09 1.7 Mil
Healthcare

Tractor Supply Co

6.01 1.7 Mil
Consumer Cyclical

Microsoft Corp

5.77 1.6 Mil
Technology

Copart Inc

5.54 1.6 Mil
Industrials