Wedgewood Fund Class Retail (RWGFX)
Wedgewood Fund Class Retail operates in the Asset Management industry of the Financial Services sector, headquartered in New York, NY, US. The stock last traded at $4.50, up 0.45% on the session, giving a market capitalisation of $27.5M. Its beta of 0.92 implies it has historically moved less than the broad market.
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.
Wedgewood Fund Class Retail is most often compared with the following Financial Services names: