Wedgewood Fund Class Retail (RWGFX) NASDAQ
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Address
156 West 56th Street
New York, NY 10019
United States of America (the)
Phone
212-484-2100
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
October 04, 2010
The core objective of this fund is to deliver substantial long-term capital growth. A minimum of 80% of its net assets, including any funds acquired through borrowing for investment, are strategically placed into equity securities of large companies. These corporations are handpicked by the sub-adviser for their perceived above-average potential for expansion. The portfolio is primarily built from common shares. For the purpose of this fund, companies with a market capitalization exceeding $5 billion are considered large-cap. It is structured as a non-diversified investment.