WPGHX Mutual Fund

WPGHX Mutual Fund

NAV$9.74
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Fund Essentials

Net Assets
$4M
Expense Ratio
2.91%
Dividend Yield (Current)
1.36%
Holdings
109
Inception Date
May 6, 2024
Fund Family
Bostan Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-7.87%

Asset Allocation

Stocks: 82.99%
Cash: 17.00%
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Dividend Summary

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Dividend Yield (Current)
1.36%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WPGHX Mutual Fund Overview

WPGHX Mutual Fund (WPG Partners Select Hedged Fund Institutional) is managed by Bostan Partners with $3.7M in net assets. WPGHX expense ratio is 2.91%, holding 109 positions across various sectors. Inception date: 2024-05-06.

WPGHX performance shows a YTD return of -7.87%.. WPGHX dividend yield stands at 1.36%, paid annually.

WPGHX top holdings include a diversified portfolio. Go to all WPGHX holdings, WPGHX sectors, or WPGHX dividends.

WPGHX can be compared against other funds. Use WPGHX overlap to find shared positions, or WPGHX vs another fund for a side-by-side view. WPGHX alternatives are available via the screener, along with tax-loss harvesting opportunities.