WPLCX – WP Large Cap Income Plus Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks total return. The fund will invest at least 80% of its total assets in large cap domestic equity securities and exchange traded funds that primarily invest in large cap domestic equity securities. It will also seek to produce income (e.g., premium income on the sale of an option) and return stability through an options strategy.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WPLCX	WP Large Cap Income Plus Fund Institutional Class	Institutional	Open			Oct 10, 2013	$28.92M	2.140%	High	$2,000	−$2.10M

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