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WPG Partners Small/Micro Cap Value WPGTX

Quantitative rating as of
NAV / 1-Day Return
20.64  /  0.72 %
Total Assets
31.4 Mil
Adj. Expense Ratio
1.100%
Expense Ratio
1.100%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.36%
Turnover
114%

Morningstar’s Analysis WPGTX

Will WPGTX outperform in future?

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

Summary

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A strong management team and sound investment process underpin WPG Partners Small/Micro Cap Value's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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