RWGFX Mutual Fund

RWGFX Mutual Fund (Wedgewood Fund Retail Class) is managed by RiverPark Funds with $6.9M 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 4.27%. The 1-year return is 6.09% and the 5-year return is 7.84%. RWGFX dividend yield stands at 12.60%, paid annually.

RWGFX top holdings include Amazon.Com Inc (8.6%), Alphabet Inc,class A (8.4%), Meta Platforms Inc (8.0%), Taiwan Semiconductor Manufacturing Co Ltd (7.8%), Microsoft Corp (7.8%). Go to all RWGFX holdings, RWGFX sectors, or RWGFX dividends.

RWGFX can be compared against other funds. Use RWGFX overlap to find shared positions, or RWGFX vs another fund for a side-by-side view. RWGFX alternatives are available via the screener, along with tax-loss harvesting opportunities.