RWGIX Mutual Fund
RWGIX Mutual Fund
Wedgewood Fund Institutional Class
RWGIX Mutual Fund Overview
RWGIX Mutual Fund (Wedgewood Fund Institutional Class) is managed by RiverPark Funds with $19.9M in net assets. RWGIX expense ratio is 1.00%, holding 22 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2010-09-30.
RWGIX performance shows a YTD return of 2.44%. The 1-year return is 6.59% and the 5-year return is 10.79%. RWGIX dividend yield stands at 11.20%, paid annually.
RWGIX 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 RWGIX holdings, sector breakdown, or dividend history.
RWGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RWGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.