WPLCX Mutual Fund

WPLCX Mutual Fund (WP Large Cap Income Plus Fund Cl I) is managed by WP Trust with $28.7M in net assets. WPLCX expense ratio is 2.21%, holding 16 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2013-10-10.

WPLCX performance shows a YTD return of 17.64%. The 1-year return is 28.13% and the 5-year return is 7.14%.

WPLCX top holdings include Apple, Inc (19.0%), Jpmorgan Chase (13.5%), Immunitybio Inc (13.3%), Microsoft Corp 4.100 Feb 06 37 (13.1%), Bank of America Corp.: Financials (12.7%). Go to all WPLCX holdings, WPLCX sectors, or WPLCX dividends.

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