WPGTX Mutual Fund

WPGTX Mutual Fund (WPG Partners Small Cap Value Diversified Fund Institutional Class) is managed by Boston Partners with $36.0M in net assets. WPGTX expense ratio is 1.10%, holding 100 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1972-03-30.

WPGTX performance shows a YTD return of 17.41%. The 1-year return is 22.05% and the 5-year return is 10.53%. WPGTX dividend yield stands at 0.71%, paid annually.

WPGTX top holdings include Mount Vernon Liquid Assets Portfolio, Llc (19.5%), Teradata Corp (2.8%), Silicon Motion Technology Corp., ADR (2.7%), Thyssenkrupp Ag (2.5%), Icon Plc - Common (2.5%). Go to all WPGTX holdings, WPGTX sectors, or WPGTX dividends.

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