WPGTX Mutual Fund
WPGTX Mutual Fund
NAV$22.05
AUM$36M
TER1.10%
Holdings104
See how much of WPGTX you already own
WPGTX Mutual Fund
NAV$22.05
WPG Partners Small Cap Value Diversified Fund Institutional Class
AUM$36M
TER1.10%
Holdings104
See how much of WPGTX you already own
WPGTX Mutual Fund Sector Allocation
WPGTX sector allocation breaks down across Industrials (21.4%), Financials (18.8%), Information Technology (13.6%), Materials (10.5%), Health Care (8.7%). Across 104 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 by country shows geographic exposure. WPGTX overlap reveals how sector exposure compares with other funds.