RWGFX – Wedgewood Retail Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation through investments primarily in securities of large-cap companies. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) 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. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RWGFX	Wedgewood Fund Class Retail	No Load	Open			Sep 30, 2010	$6.92M	1.250%	High	$1,000	−$1.40M
RWGIX	Wedgewood Fund Class Institutional	Institutional	Open			Sep 30, 2010	$19.43M	1.000%	High	$50,000	−$3.82M

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