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Morningstar

Wedgewood Institutional RWGIX

Morningstar Analyst Rating
Quantitative rating as of | See River Park Funds Investment Hub
  • NAV / 1-Day Return 4.12  /  1.44 %
  • Total Assets 28.5 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 21%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis RWGIX

Will RWGIX 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 RWGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RWGIX 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 RWGIX’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 Institutional to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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