Riverparkwedgewood is trading at 5.54 as of the 11th of December 2024; that is 0.18 percent down since the beginning of the trading day. The fund's open price was 5.55. Riverparkwedgewood has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 12th of September 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of large capitalization companies that the sub-adviser believes have above-average growth prospects. It invests primarily in common stocks. The adviser considers companies with market capitalizations in excess of 5 billion to be large capitalization companies. More on Riverparkwedgewood Fund Retail
Riverparkwedgewood Fund Retail [RWGFX] is traded in USA and was established 11th of December 2024. Riverparkwedgewood is listed under RiverPark Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of RiverPark Funds family. This fund at this time has accumulated 28.59 M in assets with no minimum investment requirementsRiverparkwedgewood is currently producing year-to-date (YTD) return of 33.73%, while the total return for the last 3 years was 10.1%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Riverparkwedgewood Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Riverparkwedgewood Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Riverparkwedgewood Fund Retail Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Riverparkwedgewood Fund Retail Mutual Fund Constituents
Other Information on Investing in Riverparkwedgewood Mutual Fund
Riverparkwedgewood financial ratios help investors to determine whether Riverparkwedgewood Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Riverparkwedgewood with respect to the benefits of owning Riverparkwedgewood security.