An average Process Pillar and a subpar Parent Pillar help limit Wedgewood Retail to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 3.70 / 1.07 %
- Total Assets 28.5 Mil
Adj. Expense Ratio
- Expense Ratio 1.250%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 21%
Morningstar’s Analysis RWGFX
Will RWGFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.