Wedgewood Fund Class Retail (RWGFX) Research
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.
Market snapshot
- Symbol
- RWGFX
- Price
- $4.30
- Day change
- +1.18%
- Market cap
- $27.3M
- 52-week range
- 3.84-4.96
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG GW&K Small/Mid Cap Growth Fund Class N (ACWDX)
- Applied Finance Dividend Fund Investor Class (AFALX)
- Cullen Value Fd Retail Cl (CVLEX)
- Dana Concentrated Dividend ETF (DIVE)
- Glenmede Total Market Portfolio (GTTMX)
- Long Pond Real Estate Select ETF (LPRE)
- AMG Veritas Global Focus Fund - Class N (MFQAX)
- Polen Capital International Growth ETF (PCIG)
Open Wedgewood Fund Class Retail (RWGFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.