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Wpg Partners Small Cap Value Diversified Fund - Institutional Class: (MF: WPGTX)
(NASDAQ Mutual Funds) As of Sep 27, 2024 08:00 PM ET
$21.20 USD
+0.09 (0.43%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in December 1996 and is managed by Credit Suisse Asset Management. The fund seeks long-term appreciation of capital by primarily investing at least 80% of its net assets in equity securities of technology companies from at least three countries, including the U.S. The fund also invests in companies of all sizes. The fund distributes dividends and capital gains annually, in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| WPG Partners SmallCap Value Diverse | WPGTX | NA | NA | 0.00 | 0.00 | 0.80 | 1.10 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Robeco WPG Small Cap Fund | WPGTX | 21.20 | 9/8/1980 | 0.96 | 20.92 | 12.08 | 15.84 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| WPG Partners SmallCap Value Diverse | WPGTX | 100000 | 5000 | 0 | A |
Contact Information
| Family | BostonPartners |
| Address | One Grand Central Place, 60 East 42nd St, Sui New York, NY 10165 |
| Phone | 888 261-4073 |