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WPLCX
Mutual Fund ticker: NASDAQ
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WP Large Cap Income Plus Institutional (WPLCX) Ownership - Who owns WP Large Cap Income Plus Institutional?

The investment seeks total return... Show more

Category: #Large Value

Profile

Category
Large Value
Address
Wp Trust129 NW 13th Street, Suite D-26Boca Raton
Phone
(800) 950-9112
Web
N/A

Details

Group
Domestic Stock Funds
Category
Large Value
Total Expense Ratio
2.54
Min. Initial Investment
2000.00
Fund Existence
over 11 years
Turnover
1.51
Front Load
N/A
Net Assets
22612120.00
Manager Tenure
N/A

Fundamentals

WPLCX
Net Assets
22.6M
Fund Existence
over 11 years
Turnover
1.51
Total Expense Ratio
2.54
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.54
Assets in Top Ten Holdings
19.2M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
22.6M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.35
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
15.00
Number of Net Holdings
16.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
93.86%
Gain YTD
-1.931
Annual Yield % from dividends
0.00
Returns for 1 year
9.56
Returns for 3 years
1.13
Returns for 5 years
107.69
Returns for 10 years
62.63
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General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Wp Trust129 NW 13th Street, Suite D-26Boca Raton
Phone
(800) 950-9112
Web
N/A