Wedgewood Large Cap Focused Growth (S:0P00003GUX)
429.65
+1.78
(+0.42%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 10.02% | 338.04 | -1.09% |
| Alphabet, Inc. | 9.16% | 300.60 | 0.20% |
| Meta Platforms, Inc. | 8.14% | 567.19 | -1.02% |
| Apple, Inc. | 6.93% | 246.52 | -4.77% |
| Microsoft Corp. | 6.68% | 368.02 | -1.30% |
| Booking Holdings, Inc. | 5.56% | 173.06 | -1.78% |
| Visa, Inc. | 5.45% | 302.55 | -0.26% |
| Motorola Solutions, Inc. | 4.91% | 440.92 | -0.11% |
| Tractor Supply Co. | 4.29% | 43.63 | -3.88% |
| United Rentals, Inc. | 3.83% | 732.70 | -0.52% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |