WPGTX : WPG Partners Small/Micro Cap Value Fund

WPGTX is a US Stocks Market Small Value with MODERATE fees.

WPGTX

WPG Partners Small/Micro Cap Value Fund

FI Score

28 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

28% FI Score
  • wpgtx
  • Mutual Fund
  • US Stocks
  • Small Value

WPG Partners Small/Micro Cap Value Fund

Expenses: 1.10% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation by investing primarily in common stocks, securities convertible into common stocks and in special situations. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities of U.S. companies that, at the time of purchase, have a market capitalization that is within the range of the market capitalization of issuers in the Russell 2000® Value Index. It may invest in companies that may experience unusual and possibly unique developments which may create a special opportunity for significant returns.

Largest Holdings

Amount Holding
3.16% KBR Inc
3.11% Popular Inc
2.61% Schweitzer-Mauduit International Inc
2.21% HomeStreet Inc
2.16% Cott Corporation
1.88% UMH Properties Inc
1.88% MicroStrategy Inc
1.80% MGIC Investment Corp
1.77% Banner Corp
1.75% Magnolia Oil & Gas Corp
1.74% Fresh Del Monte Produce Inc
1.73% Brigham Minerals Inc
1.73% Ameris Bancorp
1.70% Brixmor Property Group Inc
1.69% Piedmont Office Realty Trust Inc
1.67% PetIQ Inc Class A
1.63% Landec Corp
1.59% Equity Commonwealth
1.54% ICF International Inc
1.45% Argo Group International Holdings Ltd
1.39% First Foundation Inc
1.35% Great Lakes Dredge & Dock Corp
1.34% Maxar Technologies Inc
1.31% Essent Group Ltd
1.30% Vectrus Inc

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