Wedgewood Fund Class Retail
FundRWGFXNASDAQ0.00 n/a
+0.00%(+0.00)
About
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.
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$26.50M
Beta
0.92
52-Week Range
$3.84$4.38$4.96
52W LowCurrent52W High
Performance
1 Week
−0.90%
1 Month
+0.92%
3 Months
+3.06%
YTD
+3.79%
1 Year
−5.19%
3 Years
+10.33%
5 Years
−19.04%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.