WPGTX Mutual Fund
WPGTX Mutual Fund
NAV$22.83
AUM$37M
TER1.10%
Holdings93
WPGTX Mutual Fund
NAV$22.83
WPG Partners Small Cap Value Diversified Fund Institutional Class
AUM$37M
TER1.10%
Holdings93
WPGTX Mutual Fund Sector Allocation
WPGTX sector allocation breaks down across Industrials (21.4%), Financials (17.9%), Information Technology (11.1%), Materials (8.5%), Health Care (8.3%). Across 93 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
WPGTX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
WPGTX geographic allocation shows country exposure. WPGTX overlap calculator reveals how sector exposure compares with other funds.