WPGSX Mutual Fund

WPGSX Mutual Fund (WPG Partners Select Small Cap Value Fund) is managed by Boston Partners with $244.2M in net assets. WPGSX expense ratio is 1.10%, holding 55 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2021-12-29.

WPGSX performance shows a YTD return of 32.66%. The 1-year return is 51.81%. WPGSX dividend yield stands at 3.84%, paid annually.

WPGSX top holdings include U.S. Bank Money Market Deposit Account (5.5%), BKV CORPORATION (4.2%), Teradata Corp (4.1%), Ultra Clean Hold (3.3%), Tri Pointe Group, Inc./ Tri Pointe Homes, Inc. (3.1%). View all WPGSX holdings, sector breakdown, or dividend history.

WPGSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WPGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.