OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

WPGSX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

WPG Partners Select Small Cap Value Ins (WPGSX) Ownership - Who owns WPG Partners Select Small Cap Value Ins?

The investment seeks to provide long-term capital appreciation... Show more

Category: #Small Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WPGSX

Net Assets

195M

Fund Existence

almost 4 years

Turnover

160.00

Total Expense Ratio

1.10

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.13

Assets in Top Ten Holdings

35.4M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

195M

Fund Type

OpenEnd

Index Fund

Management Fee

0.90

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

53.00

Number of Net Holdings

54.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

34.29%

Gain YTD

1.877

Annual Yield % from dividends

0.08

Returns for 1 year

-5.00

Returns for 3 years

22.89

Returns for 5 years

N/A

Returns for 10 years

N/A

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

These past five trading days, the mutual fund lost 0.00%.

View AI-Driven Trading for WPGSX

A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details