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Nasdaq - Delayed Quote USD

Wedgewood Institutional (RWGIX)

4.9700
+0.0200
+(0.40%)
At close: 8:02:11 PM EDT
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  • Previous Close 4.9500
  • YTD Return -1.52%
  • Expense Ratio 1.00%
  • Category Large Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 30.58M
  • Beta (5Y Monthly) 0.99
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.03
  • Inception Date Sep 30, 2010

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.

RiverPark Funds

Fund Family

Large Growth

Fund Category

30.58M

Net Assets

2010-09-30

Inception Date

More about Wedgewood Institutional

Performance Overview: RWGIX

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Trailing returns as of 3/31/2025. Category is Large Growth.

YTD Return

RWGIX
1.52%
Category
12.38%
 

1-Year Return

RWGIX
18.83%
Category
41.70%
 

3-Year Return

RWGIX
12.91%
Category
22.56%
 

5-Year Return

RWGIX
17.68%
Category
21.98%
 

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Holdings: RWGIX

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Sector Weightings

SectorRWGIX
Technology   28.70%
Financial Services   18.44%
Communication Services   17.08%
Consumer Cyclical   13.97%
Industrials   12.30%
Healthcare   9.50%
Real Estate   0.00%
Basic Materials   0.00%
Consumer Defensive   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: RWGIX

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Research Reports: RWGIX

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