WPLCX Mutual Fund (WP Large Cap Income Plus Fund Cl I) is managed by WP Trust with $27.5M in net assets. WPLCX expense ratio is 2.21%, holding 17 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2013-10-10.

WPLCX performance shows a YTD return of 11.54%. The 1-year return is 24.46% and the 5-year return is 5.48%.

WPLCX top holdings include Immunitybio Inc (17.1%), Apple, Inc (15.9%), Jpmorgan Chase (13.4%), Bank of America Corp.: Financials (12.2%), Microsoft Corp (11.3%). View all WPLCX holdings, sector breakdown, or dividend history.

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