WPGHX Mutual Fund

NAV$9.74

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%

Price Chart (6M)

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Top Holdings

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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
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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. View all WPGHX holdings, sector breakdown, or dividend history.

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