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Wedgewood Fund Institutional Class: (MF: RWGIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:28 PM ET

$4.63 USD

0.00 (NA)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.01 51
3 months 1.43 49
6 months 0.33 77
1 Year 7.13 84
3 Year 17.86 45
5 Year 11.35 38
10 Year 14.36 33

* 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 Feb 28, 2026

1 Year 4.43
5 Year 11.48
10 Year 13.64
Since Inception 12.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.28 7.31 5.87 -1.92
2024 11.82 3.46 5.76 6.24
2023 9.78 8.16 -2.51 11.51
2022 -10.80 -17.38 -4.25 5.15
2021 4.92 11.74 2.62 10.08

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.014.4330.0029.09-25.8032.4631.4132.28-4.2419.904.54
% Total Return Rel to Index -0.63-13.784.982.84-7.603.7813.010.790.14-1.89-7.38
% Total Return Rel to Peer -0.71-8.2810.616.09-6.1010.4011.493.862.61-0.77-3.27
% Perf Quintile vs Peer* 4.005.000.002.004.001.002.002.002.004.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.02
% Yield 0.000.000.000.000.000.000.000.000.000.000.15
Capital Gains ($) 0.000.560.810.090.580.704.292.849.402.930.00
Expense Ratio 0.001.001.001.001.000.950.860.860.920.850.82

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