RWGIX Mutual Fund

RWGIX Mutual Fund (Wedgewood Fund Institutional Class) is managed by RiverPark Funds with $20.4M 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 4.27%. The 1-year return is 6.28% and the 5-year return is 8.08%. RWGIX dividend yield stands at 11.00%, paid annually.

RWGIX 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 RWGIX holdings, RWGIX sectors, or RWGIX dividends.

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