WPGSX Mutual Fund
WPGSX Mutual Fund
WPG Partners Select Small Cap Value Fund

WPGSX Mutual Fund Overview
WPGSX Mutual Fund (WPG Partners Select Small Cap Value Fund) is managed by Boston Partners with $245.2M in net assets. WPGSX expense ratio is 1.10%, holding 55 positions across sectors including Unknown. Inception date: 2021-12-29.
WPGSX performance shows a YTD return of 32.66%. The 1-year return is 51.81%. WPGSX dividend yield stands at 3.84%, paid annually.
WPGSX top holdings include USBFS04 (5.5%), BKV (4.2%), TDC (4.1%), UCTT (3.3%), TPH (3.1%). View all WPGSX holdings, sector breakdown, or dividend history.
WPGSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WPGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.