Morningstar

WPG Partners Select Small Cap Value Fund Institutional Class WPGSX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Partners Investment Hub
  • NAV / 1-Day Return $13.69  /  +1.86 %
  • Fund Size $311.6M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.32%
  • Turnover Ratio 155%
NAV and 1-Day Return as of

Morningstar’s Analysis WPGSX

Will WPGSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WPGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WPGSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WPGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WPG Partners Select Small Cap Value Ins holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings WPGSX

More WPGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Icon PLC

5.21 12M
Healthcare

Ultra Clean Holdings Inc

4.16 10M
Technology

CareDx Inc

4.13 10M
Healthcare

Teradata Corp

3.81 9M
Technology

U.S. Bank Money Market Deposit Account

3.79 9M
Cash and Equivalents

Liberty Energy Inc Class A

3.69 9M
Energy

Silicon Motion Technology Corp ADR

3.68 9M
Technology

Regal Rexnord Corp

3.59 8M
Industrials

Century Aluminum Co

3.41 8M
Basic Materials

BKV Corp

3.15 7M
Energy

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