RWGFX Mutual Fund
RWGFX Mutual Fund
NAV$4.49
AUM$7M
TER1.25%
Holdings22
See how much of RWGFX you already own
RWGFX Mutual Fund
NAV$4.49
Wedgewood Fund Retail Class
AUM$7M
TER1.25%
Holdings22
See how much of RWGFX you already own
RWGFX Mutual Fund Overlap Analysis
RWGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RWGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, RWGFX may share significant positions with broad-market funds.
RWGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RWGFX tax-loss harvesting finds highly correlated but non-identical funds.