RWGFX Mutual Fund
RWGFX Mutual Fund
Wedgewood Fund Retail Class

RWGFX Mutual Fund Overview
RWGFX Mutual Fund (Wedgewood Fund Retail Class) is managed by RiverPark Funds with $6.8M in net assets. RWGFX expense ratio is 1.25%, holding 19 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2010-09-30.
RWGFX performance shows a YTD return of 0.71%. The 1-year return is 0.77% and the 5-year return is 20.97%. RWGFX dividend yield stands at 13.25%, paid annually.
RWGFX top holdings include Alphabet Inc,class A (10.0%), Taiwan Semiconductor - Adr (10.0%), Meta Platforms, Inc. (8.0%), Apple Inc (7.9%), Microsoft Corp (7.2%). View all RWGFX holdings, sector breakdown, or dividend history.
RWGFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RWGFX alternatives are available via the screener, along with tax-loss harvesting opportunities.