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WPLCX
Mutual Fund ticker: NASDAQ
AS OF
Nov 19 closing price
Price
$17.45
Change
+$0.03 (+0.17%)
Net Assets
24.08M

WPLCX WP Large Cap Income Plus Institutional Forecast, Technical & Fundamental Analysis

The investment seeks total return... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), Altria Group (NYSE:MO).

Industry description

The investment seeks total return. The fund will invest at least 80% of its total assets in large cap domestic equity securities and exchange traded funds that primarily invest in large cap domestic equity securities. It will also seek to produce income (e.g., premium income on the sale of an option) and return stability through an options strategy.

Market Cap

The average market capitalization across the WP Large Cap Income Plus Institutional MF is 1.09T. The market cap for tickers in the group ranges from 2.11B to 3.97T. AAPL holds the highest valuation in this group at 3.97T. The lowest valued company is IBRX at 2.11B.

Volume

The average weekly volume growth across all stocks in the WP Large Cap Income Plus Institutional MF was 27%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was 361%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 58
P/E Growth Rating: 44
Price Growth Rating: 43
SMR Rating: 24
Profit Risk Rating: 24
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

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
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WPLCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WPLCX has been closely correlated with VIVAX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if WPLCX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WPLCX
1D Price
Change %
WPLCX100%
-0.34%
VIVAX - WPLCX
87%
Closely correlated
N/A
VVIAX - WPLCX
87%
Closely correlated
N/A
VIVIX - WPLCX
84%
Closely correlated
N/A
FWMIX - WPLCX
81%
Closely correlated
-0.35%
FFFMX - WPLCX
81%
Closely correlated
-0.34%
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