RWGIX : RiverPark/Wedgewood Fund Class Institutional

RWGIX is a US Stocks Market Large Growth with MODERATE fees.

RWGIX

RiverPark/Wedgewood Fund Class Institutional

FI Score

34 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

34% FI Score
  • rwgix
  • Mutual Fund
  • US Stocks
  • Large Growth

RiverPark/Wedgewood Fund Class Institutional

Expenses: 0.86% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large capitalization companies that the sub-adviser believes have above-average growth prospects. It invests primarily in common stocks. The adviser considers companies with market capitalizations in excess of $5 billion to be large capitalization companies. The fund is non-diversified.

Largest Holdings

Amount Holding
10.26% Facebook Inc A
9.22% Apple Inc
8.78% Alphabet Inc A
8.58% Edwards Lifesciences Corp
7.17% Visa Inc Class A
6.61% Tractor Supply Co
5.26% PayPal Holdings Inc
5.26% Electronic Arts Inc
4.70% Starbucks Corp
4.70% Motorola Solutions Inc
3.66% Keysight Technologies Inc
3.29% CDW Corp
3.28% Microsoft Corp
3.04% Alcon Inc
2.90% S&P Global Inc
2.84% Booking Holdings Inc
2.69% Bristol-Myers Squibb Company
1.94% NVIDIA Corp
1.81% Copart Inc
1.76% Fleetcor Technologies Inc
0.13% Bristol Myers Squibb ([Wts/Rts]) 0%

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