WEDGE Mid-Cap Value (S:0P00003HPQ)
96.85
+3.18
(+3.40%)
USD |
Feb 28 2026
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 06, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Markel Group, Inc. | 4.42% | 1900.83 | 0.10% |
| Brown & Brown, Inc. | 4.13% | 66.60 | 0.99% |
| SBA Communications Corp. | 3.93% | 211.62 | 3.71% |
| Carlisle Cos., Inc. | 3.90% | 331.91 | 0.24% |
| Littelfuse, Inc. | 3.45% | 340.77 | -1.67% |
| Arch Capital Group Ltd. | 3.24% | 96.44 | -0.31% |
| Dollar General Corp. | 3.14% | 123.77 | 3.37% |
| CarMax, Inc. | 3.05% | 42.42 | 2.90% |
| Builders FirstSource, Inc. | 2.98% | 81.15 | 2.57% |
| Universal Health Services, Inc. | 2.97% | 179.00 | 1.30% |
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 | -- |