WPGTX Mutual Fund

WPGTX Mutual Fund (WPG Partners Small Cap Value Diversified Fund Institutional Class) is managed by Boston Partners with $36.2M in net assets. WPGTX expense ratio is 1.10%, holding 104 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1972-03-30.

WPGTX performance shows a YTD return of 15.66%. The 1-year return is 19.06% and the 5-year return is 12.16%. WPGTX dividend yield stands at 0.72%.

WPGTX top holdings include Ultra Clean Hold (3.4%), Icon Plc - Common (2.6%), Teradata Corp (2.5%), Silicon Motion Technology Corp., ADR (2.5%), Regal Rexnord Corp (2.4%). 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.