RWGFX Mutual Fund

RWGFX Mutual Fund (Wedgewood Fund Retail Class) is managed by RiverPark Funds with $7.0M 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 12.83%, paid annually.

RWGFX top holdings include Alphabet Inc. C (9.1%), Taiwan Semiconductor - Adr (8.8%), Meta Platforms, Inc. (7.6%), Apple, Inc (6.9%), Motorola Solutions, Inc (5.9%). 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.