RWGIX Mutual Fund (Wedgewood Fund Institutional Class) is managed by RiverPark Funds with $19.8M in net assets. RWGIX expense ratio is 1.00%, holding 19 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2010-09-30.

RWGIX performance shows a YTD return of 0.61%. The 1-year return is 1.05% and the 5-year return is 14.52%. RWGIX dividend yield stands at 11.38%, paid annually.

RWGIX 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 RWGIX holdings, sector breakdown, or dividend history.

RWGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RWGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.