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WP Large Cap Income Plus Institutional (WPLCX)
14.14
+0.06
+(0.43%)
At close: 8:02:21 PM EDT
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- Previous Close
14.08 - YTD Return -1.87%
- Expense Ratio 2.21%
- Category Large Value
- Last Cap Gain 39.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 22.64M
- Beta (5Y Monthly) 1.20
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 1.51%
- Last Dividend 0.04
- Inception Date Oct 10, 2013
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.
WP Trust
Fund Family
Large Value
Fund Category
22.64M
Net Assets
2013-10-10
Inception Date
Performance Overview: WPLCX
View MoreTrailing returns as of 4/15/2025. Category is Large Value.
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Holdings: WPLCX
View MoreSector Weightings
SectorWPLCX
Financial Services 51.04%
Technology 34.61%
Energy 6.87%
Healthcare 5.41%
Consumer Cyclical 1.20%
Consumer Defensive 0.87%
Real Estate 0.00%
Basic Materials 0.00%
Communication Services 0.00%
Utilities 0.00%
Industrials 0.00%
Recent News: WPLCX
View MoreResearch Reports: WPLCX
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