Wedgewood Fund Retail Class (RWGFX)
NASDAQ NASDAQ Primary Summary
RWGFX Chart
Wedgewood Fund Retail Class Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 5,442 | $20,887.5 | $23,019.66 | $2,132.16 | 10.21% |
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Wedgewood Fund Retail Class Profile
| NASDAQ Exchange | US Country |
Overview
The company operates in the financial sector, specifically focusing on investment funds. It is dedicated to investing in high yield securities, which are often rated BB or below, indicating they carry a higher risk but also the potential for higher returns compared to investment-grade securities. The company adheres to a specific investment strategy that involves allocating at least 80% of its net assets, in addition to any borrowed funds for investment purposes, towards these high yield securities. Furthermore, the company is committed to managing its investment portfolio in a way that maintains a dollar-weighted average effective maturity of no more than three years, reflecting a moderate risk exposure in terms of interest rate changes and market volatility.
Products and Services
The company offers a focused range of investment products and services designed to meet the needs of investors looking for higher yield opportunities, albeit with a higher risk profile. These include:
- High Yield Investment Funds: These funds are primarily invested in securities rated BB or below, targeting investors who are seeking higher returns through investments in the bond market’s higher risk category.
- Short-Term Investment Strategies: By maintaining a dollar-weighted average effective maturity of no more than three years, these investment offerings aim to reduce the risk associated with longer-duration bonds, making it an appealing option for investors looking for a shorter commitment period and somewhat lower risk exposure.
