Riverparkwedgewood Fund Institutional Fund Quote
| RWGIX Fund | USD 5.19 0.02 0.38% |
PerformanceVery Weak
| Odds Of DistressLow
|
Riverpark/wedgewood is trading at 5.19 as of the 26th of February 2025; that is 0.38 percent down since the beginning of the trading day. The fund's open price was 5.21. Riverpark/wedgewood has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of November 2024 and ending today, the 26th of February 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets 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. More on Riverparkwedgewood Fund Institutional
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Moving against Riverpark/wedgewood Mutual Fund
Riverpark/wedgewood Mutual Fund Highlights
| Fund Concentration | RiverPark Funds, Large Blend Funds, Large Growth Funds, Large Growth, RiverPark Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 26th of January 2023 |
| Fiscal Year End | September |
Riverparkwedgewood Fund Institutional [RWGIX] is traded in USA and was established 26th of February 2025. Riverpark/wedgewood is listed under RiverPark Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of RiverPark Funds family. This fund at this time has accumulated 28.59 M in assets with minimum initial investment of 50 K. Riverpark/wedgewood is currently producing year-to-date (YTD) return of 3.81%, while the total return for the last 3 years was 14.29%.
Check Riverpark/wedgewood Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Riverpark/wedgewood Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Riverpark/wedgewood Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Riverparkwedgewood Fund Institutional Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Riverparkwedgewood Fund Institutional Mutual Fund Constituents
| ROST | Ross Stores | Stock | Consumer Discretionary | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| FAST | Fastenal Company | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials |
Riverpark/wedgewood Risk Profiles
| Mean Deviation | 0.823 | |||
| Standard Deviation | 1.84 | |||
| Variance | 3.37 | |||
| Risk Adjusted Performance | (0.07) |
Riverpark/wedgewood Against Markets
Other Information on Investing in Riverpark/wedgewood Mutual Fund
Riverpark/wedgewood financial ratios help investors to determine whether Riverpark/wedgewood Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Riverpark/wedgewood with respect to the benefits of owning Riverpark/wedgewood security.
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