WEDGE Large Cap Value (S:0P00003HPP)
635.96
+6.61
(+1.05%)
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 January 12, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Dollar General Corp. | 4.31% | 142.74 | -0.88% |
| HCA Healthcare, Inc. | 4.29% | 472.07 | -1.45% |
| American Tower Corp. | 4.23% | 168.51 | -1.07% |
| Accenture Plc | 4.21% | 280.67 | -0.41% |
| Texas Instruments Incorporated | 4.16% | 190.31 | 0.99% |
| Markel Group, Inc. | 4.07% | 2132.84 | -0.67% |
| Aon Plc | 4.01% | 350.80 | -0.33% |
| Thermo Fisher Scientific, Inc. | 4.00% | 618.86 | 2.04% |
| Arch Capital Group Ltd. | 3.67% | 95.18 | -1.25% |
| UnitedHealth Group, Inc. | 3.62% | 343.98 | -0.83% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
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 | -- |