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Logo for Fund Wedgewood Fund Class Retail

Wedgewood Fund Class Retail (RWGFX)

NASDAQ Currency in USD
$328.00
-$5.97
-1.79%
Last Update: 18 Jul 2026, 06:39
Assets Under Management
Expense Ratio
0.17%
Forward Dividend Yield
$213.70-$446.85
52 Week Range

RWGFX Price Chart

Explore Wedgewood Fund Class Retail interactive price chart. Choose custom timeframes to analyze RWGFX price movements and trends.

RWGFX Fund Profile

Key details and information about Wedgewood Fund Class Retail (RWGFX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

4 Oct 2010

Country

US

Description

The core objective of this fund is to deliver substantial long-term capital growth. A minimum of 80% of its net assets, including any funds acquired through borrowing for investment, are strategically placed into equity securities of large companies. These corporations are handpicked by the sub-adviser for their perceived above-average potential for expansion. The portfolio is primarily built from common shares. For the purpose of this fund, companies with a market capitalization exceeding $5 billion are considered large-cap. It is structured as a non-diversified investment.

RWGFX Fund Performance

View RWGFX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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