Nasdaq - Delayed Quote USD

Wedgewood Retail (RWGFX)

4.5200
+0.0300
+(0.67%)
At close: May 16 at 8:02:11 PM EDT
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  • Previous Close 4.4900
  • YTD Return -7.61%
  • Expense Ratio 1.25%
  • Category Large Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 28.21M
  • Beta (5Y Monthly) 0.96
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.02
  • 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

28.21M

Net Assets

2010-09-30

Inception Date

More about Wedgewood Retail

Performance Overview: RWGFX

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Trailing returns as of 5/16/2025. Category is Large Growth.

YTD Return

RWGFX
7.61%
Category
12.38%
 

1-Year Return

RWGFX
11.27%
Category
41.70%
 

3-Year Return

RWGFX
12.53%
Category
22.56%
 

5-Year Return

RWGFX
15.44%
Category
21.98%
 

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Holdings: RWGFX

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Sector Weightings

SectorRWGFX
Technology   30.37%
Financial Services   16.40%
Communication Services   16.36%
Consumer Cyclical   15.08%
Industrials   14.38%
Healthcare   7.40%
Real Estate   0.00%
Basic Materials   0.00%
Consumer Defensive   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: RWGFX

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Research Reports: RWGFX

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