Morningstar

WP Large Cap Income Plus Fund Institutional Class WPLCX

Morningstar Medalist Rating
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Medalist Rating as of See WP Trust Investment Hub
  • NAV / 1-Day Return $22.04  /  −0.59 %
  • Fund Size $28.5M
  • Adjusted Expense Ratio 2.140%
  • Net Expense Ratio 2.210%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 4%
NAV and 1-Day Return as of

Morningstar’s Analysis WPLCX

Will WPLCX 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 WPLCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WPLCX 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 WPLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WP Large Cap Income Plus Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WPLCX

More WPLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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ImmunityBio Inc Ordinary Shares

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Microsoft Corp

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Bank of America Corp

12.74 3M
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Wells Fargo & Co

7.98 2M
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Mitsubishi UFJ Financial Group Inc ADR

5.69 1M
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ExxonMobil Holdings Corp

4.19 1M
Energy

Berkshire Hathaway Inc Class B

3.61 948,960
Financial Services

UBS Group AG Registered Shares

3.58 941,600
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