— Know what they know.
Not Investment Advice

RWGFX

Wedgewood Fund Class Retail
1W: -1.1% 1M: +0.0% 3M: +0.7% YTD: +5.5% 1Y: -8.8% 3Y: +17.4% 5Y: +64.8%
$4.48
+0.03 (+0.67%)
 
Weekly Expected Move ±1.6%
$4 $4 $4 $5 $5
ETF NASDAQ · AUM $27.4M

Similar ETFs

20 peers by holdings overlap (22 holdings)
QGRPX
UBS US Quality Growth At Rsnbl Prc P
38.8%
Shared10 holdings
Total31
AUM$314M
Price$19.70
BUFGX
Buffalo Growth
37.2%
Shared11 holdings
Total38
AUM$175M
Price$39.12
SSGFX
Saturna Growth Fund - Investor Shares
35.5%
Shared7 holdings
Total29
AUM$82M
Price$69.88
MGRIX
Marsico Growth Fund
35.4%
Shared7 holdings
Total27
AUM$397M
Price$26.26
SWANX
Schwab Core Equity
35.3%
Shared9 holdings
Total58
AUM$1.5B
Price$26.86
RPXFX
RiverParks Large Growth Fund Retail Shares
35.0%
Shared9 holdings
Total35
AUM$48M
Price$29.05
PGWAX
Virtus Silvant Focused Growth Fund CL A
34.2%
Shared6 holdings
Total25
AUM$1.9B
Price$102.61
MFOCX
Marsico Focus Fund
34.1%
Shared7 holdings
Total20
AUM$1.1B
Price$30.36
NGUAX
Neuberger Large Cap Growth Fund Investor Class
34.1%
Shared8 holdings
Total49
AUM$2.8B
Price$32.74
RLSIX
RiverPark Long/Short Opportunity Fd Inst
33.6%
Shared9 holdings
Total37
AUM$27M
Price$15.69
JENSX
Jensen Quality Growth Fund Cl J
33.6%
Shared7 holdings
Total26
AUM$2.8B
Price$44.73
FOCPX
Fidelity OTC Portfolio
33.3%
Shared8 holdings
Total105
AUM$44.1B
Price$28.05
JLGAX
JAG Large Cap Growth Fund
33.2%
Shared7 holdings
Total31
AUM$44M
Price$19.77
PRGFX
T. Rowe Price Growth Stock Fund
33.2%
Shared10 holdings
Total67
AUM$90.6B
Price$114.70
SGGAX
DWS Large Cap Focus Growth Fund - Class A
33.1%
Shared6 holdings
Total56
AUM$428M
Price$87.69
SWLSX
Schwab Large-Cap Growth
33.1%
Shared9 holdings
Total55
AUM$674M
Price$48.08
CET
Central Securities Corp.
32.8%
Shared8 holdings
Total30
AUM$1.7B
Price$56.19
PBFDX
Payson Total Return Fund
32.6%
Shared6 holdings
Total28
AUM$330M
Price$44.22
USBOX
Pear Tree Quality Fund
32.0%
Shared7 holdings
Total43
AUM$268M
Price$22.27
TWCGX
American Century Growth Investor Class
31.8%
Shared11 holdings
Total72
AUM$16.0B
Price$62.16

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
RWGFX $27M 21 62.1% 3.3 1.1 1.5 40.2% 46.4% 1.12% +13.8% +21.9% 61.5 6.2
QGRPX $314M 31 64.7% 5.6 1.9 2.3 39.3% 41.9% 0.75% +20.1% +43.6% 67.0 6.7
BUFGX $175M 38 67.1% 10.4 3.3 3.6 37.6% 34.8% 0.45% +18.6% +38.2% 59.7 6.2
SSGFX $82M 29 62.0% 14.4 4.6 4.7 38.4% 32.5% 0.69% +31.8% +37.6% 57.8 6.3
MGRIX $397M 27 56.9% 4.4 1.5 1.9 39.8% 43.0% 0.72% +26.5% +48.8% 56.8 6.5
SWANX $1.5B 58 55.9% 14.6 4.5 4.7 36.3% 32.0% 1.24% +17.0% +42.6% 60.0 6.3
RPXFX $48M 35 48.8% 4.7 1.6 2.0 39.5% 41.4% 1.07% +26.5% +30.1% 55.8 6.3
PGWAX $1.9B 25 71.9% 14.3 4.6 4.8 38.1% 33.1% 0.52% +19.1% +60.2% 68.6 6.6
MFOCX $1.1B 20 60.9% 4.2 1.4 1.7 38.8% 41.3% 0.78% +23.9% +56.6% 53.6 6.0
NGUAX $2.8B 49 53.6% 15.6 4.9 4.7 37.5% 29.8% 0.84% +24.6% +35.9% 55.0 6.3
RLSIX $27M 37 45.1% 5.3 1.8 2.2 39.4% 40.6% 1.09% +26.3% +30.3% 55.5 6.2

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms