WPGSX Mutual Fund

WPGSX Mutual Fund (WPG Partners Select Small Cap Value Fund) is managed by Boston Partners with $313.6M in net assets. WPGSX expense ratio is 1.10%, holding 47 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2021-12-29.

WPGSX performance shows a YTD return of 23.29%. The 1-year return is 29.95%. WPGSX dividend yield stands at 3.58%, paid annually.

WPGSX top holdings include Icon Plc - Common (4.9%), Teradata Corp (4.4%), Silicon Motion Technology Corp., ADR (4.0%), Liberty Oilfield Services, Inc. (3.6%), Thyssenkrupp Ag (3.6%). 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.