Wedgewood FundRWGIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$24.8M
Expense ratio
1.00%
1-year return
+4.6%
3 years, a year
+14.4%
5 years, a year
+9.0%
Holdings
22
What it aims to do.
The Wedgewood Fund (the Wedgewood Fund or the Fund) seeks long-term capital appreciation through investments primarily in securities of large-cap companies.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOGL Alphabet Inc. | 9.07% |
| TSM Taiwan Semiconductor Manufacturing Company Limited | 8.82% |
| META Meta Platforms, Inc. | 7.62% |
| Apple Inc. | 6.92% |
| MSI Motorola Solutions, Inc. | 5.94% |
| MSFT Microsoft Corporation | 5.52% |
| V Visa Inc. | 4.79% |
| BKNG Booking Holdings Inc. | 4.68% |
| ODFL Old Dominion Freight Line, Inc. | 4.52% |
| TSCO Tractor Supply Company | 4.22% |
More on RWGIX.
- RWGIX overview
- RWGIX holdings
- RWGIX risk
- RWGIX costs
- RWGIX money in and out
- RWGIX share classes
- Compare RWGIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.