WPGTX Mutual Fund (WPG Partners Small Cap Value Diversified Fund Institutional Class) is managed by Boston Partners with $37.8M in net assets. WPGTX expense ratio is 1.10%, holding 93 positions across sectors including Industrials, Other, Financials. Inception date: 1972-03-30.

WPGTX performance shows a YTD return of 19.73%. The 1-year return is 34.03% and the 5-year return is 12.41%. WPGTX dividend yield stands at 8.24%, paid annually.

WPGTX top holdings include Mount Vernon Liquid Assets Portfolio, Llc (16.4%), Teradata Corp (2.5%), Bkv Corp (2.3%), Option Care Health Inc (2.0%), Enterprise Financial Service Common Stock (2.0%). View all WPGTX holdings, sector breakdown, or dividend history.

WPGTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WPGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.