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Morningstar

Wedgewood Retail RWGFX

Morningstar Analyst Rating
Quantitative rating as of | See River Park Funds Investment Hub
  • NAV / 1-Day Return 3.70  /  1.07 %
  • Total Assets 28.5 Mil
  • Adj. Expense Ratio
    1.250%
  • 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%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:10 AM GMT+00:00

Morningstar’s Analysis RWGFX

Will RWGFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RWGFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RWGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of RWGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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