RWGFX Mutual Fund
RWGFX Mutual Fund
Wedgewood Fund Retail Class
RWGFX Mutual Fund Overview
RWGFX Mutual Fund (Wedgewood Fund Retail Class) is managed by RiverPark Funds with $6.8M in net assets. RWGFX expense ratio is 1.25%, holding 22 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2010-09-30.
RWGFX performance shows a YTD return of 2.37%. The 1-year return is 6.43% and the 5-year return is 17.03%. RWGFX dividend yield stands at 13.07%, paid annually.
RWGFX top holdings include Alphabet Inc series C (9.1%), Taiwan Semi. Mfg. Co., Adr (8.8%), Meta Platforms, Inc. (7.6%), Apple Inc (6.9%), Motorola Solutions Inc (5.9%). View all RWGFX holdings, sector breakdown, or dividend history.
RWGFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RWGFX alternatives are available via the screener, along with tax-loss harvesting opportunities.