WPGSX Mutual Fund

WPGSX Mutual Fund (WPG Partners Select Small Cap Value Fund) is managed by Boston Partners with $245.4M in net assets. WPGSX expense ratio is 1.10%, holding 54 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2021-12-29.

WPGSX performance shows a YTD return of 24.89%. The 1-year return is 28.38%. WPGSX dividend yield stands at 1.36%, paid annually.

WPGSX top holdings include Ultra Clean Hold (6.0%), Icon Plc - Common (5.0%), Teradata Corp (3.8%), Regal Rexnord Corp (3.8%), Bkv Corp (3.4%). 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.