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

133M

Fund Existence

over 3 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

133M

Fund Type

OpenEnd

Index Fund

Management Fee

0.90

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

49.00

Number of Net Holdings

50.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

38.18%

Gain YTD

-22.431

Annual Yield % from dividends

0.10

Returns for 1 year

-23.12

Returns for 3 years

-17.40

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category SmallValue

Profile

Fundamentals

Details