Nasdaq - Delayed Quote USD
WP Large Cap Income Plus Institutional (WPLCX)
13.84
+0.12
+(0.87%)
At close: 8:02:22 PM EDT
Investment Information
- Min Initial Investment
- 2,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 20
- Min Subsequent Investment
- 2,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.25
Broker Availability
- TD Ameritrade Trust Company
- DailyAccess Corporation RTC
- TD Ameritrade Retail
- TD Ameritrade Institutional
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
Fund Summary
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.
Fund Overview
| Category | Large Value |
| Fund Family | WP Trust |
| Net Assets | 22.64M |
| YTD Return | -1.87% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 10, 2013 |
Performance & Risk
| YTD Return | -10.94% |
| 5y Average Return | 10.52% |
| Rank in Category (ytd) | 90 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
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