Nasdaq - Delayed Quote USD

Wedgewood Retail (RWGFX)

4.4300
0.0000
(0.00%)
At close: May 30 at 8:02:11 PM EDT

Fund Summary

The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large capitalization companies that the sub-adviser believes have above-average growth prospects. It invests primarily in common stocks. The adviser considers companies with market capitalizations in excess of $5 billion to be large capitalization companies. The fund is non-diversified.

Wedgewood Retail

New York NY 10019
156 West 56th Street
212-484-2100

Fund Overview

Category Large Growth
Fund Family RiverPark Funds
Net Assets 28.21M
YTD Return -7.61%
Yield 0.00%
Morningstar Rating
Inception Date Sep 30, 2010

Fund Operations

Last Dividend 0.02
Last Cap Gain 0.00
Holdings Turnover 13.00%
Average for Category --

Fees & Expenses

Expense RWGFX Category Average
Annual Report Expense Ratio (net) 1.25% 0.99%
Prospectus Net Expense Ratio 1.25% --
Prospectus Gross Expense Ratio 1.32% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

David Alan Rolfe, Lead Manager since September 30, 2010
David A. Rolfe, CFA, is the portfolio manager of RiverPark/Wedgewood. Mr. Rolfe is the Chief Investment Officer of Wedgewood. He has been responsible for Wedgewood’s strategy since its inception in 1992. Prior to that, he was an Investment Officer at Boatmen’s Trust Company in St. Louis. He holds a BSBA in Finance from the University of Missouri 1985.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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