WPGSX Mutual Fund

WPGSX Mutual Fund (WPG Partners Select Small Cap Value Fund) is managed by Boston Partners with $256.0M in net assets. WPGSX expense ratio is 1.10%, holding 50 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2021-12-29.

WPGSX performance shows a YTD return of 27.38%. The 1-year return is 44.07%. WPGSX dividend yield stands at 4.03%, paid annually.

WPGSX top holdings include Ultra Clean Hold (4.7%), Icon Plc, Adr (4.2%), Teradata Corp (4.1%), Bkv Corp (3.5%), Regal Rexnord Corp (3.2%). Go to all WPGSX holdings, WPGSX sectors, or WPGSX dividends.

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