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Wedgewood Fund Institutional Class: (MF: RWGIX)

(NASDAQ Mutual Funds) As of Jul 17, 2026 05:30 PM ET

$5.11 USD

-0.07 (-1.35%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2019

Total Return %* Percentile Rank Objective
YTD 29.04 29
3 months 5.87 66
6 months 14.87 22
1 Year 19.24 20
3 Year 14.31 41
5 Year 7.48 68
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Nov 30, 2019

1 Year 2.61
5 Year 7.31
10 Year NA
Since Inception 10.46

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 15.11 4.72 0.33 NA
2018 -0.90 4.92 8.56 -15.16
2017 5.82 -0.38 4.63 8.70
2016 1.15 -1.86 2.93 2.31
2015 0.70 -1.45 -7.63 1.61
2014 2.15 1.49 0.38 5.22

Annual Return

20192018201720162015201420132012
% Total Return 29.04-4.2419.904.54-6.869.5129.4721.64
% Total Return Rel to Index 1.390.14-1.89-7.38-8.25-4.12-2.905.65
% Total Return Rel to Peer 3.652.61-0.77-3.27-5.261.31-1.227.37
% Perf Quintile vs Peer* 2.002.003.004.005.003.004.001.00
% Dividends 0.000.000.000.020.080.010.000.00
% Yield 0.000.000.000.150.460.040.000.00
Capital Gains ($) 0.009.402.930.000.670.820.260.04
Expense Ratio 0.880.920.850.820.850.880.921.00

* 1 = Top 20%, 5 = Bottom 20%