WPLCX Mutual Fund (WP Large Cap Income Plus Fund Cl I) is managed by WP Trust with $25.3M in net assets. WPLCX expense ratio is 2.21%, holding 18 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2013-10-10.

WPLCX performance shows a YTD return of 9.23%. The 1-year return is 22.72% and the 5-year return is 7.61%.

WPLCX top holdings include Apple Inc (18.0%), Microsoft Corp (15.2%), Jpmorgan Chase & Co (15.1%), Bank of America Corp.: Financials (14.1%), Wells Fargo & Co. (10.2%). 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.