WPGTX Mutual Fund
NAV$23.03
AUM$37M
TER1.10%
Holdings93
WPGTX Mutual Fund
NAV$23.03
WPG Partners Small Cap Value Diversified Fund Institutional Class
AUM$37M
TER1.10%
Holdings93
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WPGTX Mutual Fund Performance
WPGTX performance across multiple time periods: 1-month 5.75%, YTD 22.31%, 1-year 34.03%, 3-year 15.69%, 5-year 12.41%, 10-year 10.62%.
WPGTX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.
WPGTX performance comparison shows side-by-side returns with another fund. WPGTX alternatives are available in the Mutual Fund Screener.