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Wellington Shields All-Cap Instl (WSACX)

25.36
+0.02
+(0.08%)
At close: 8:02:21 PM EDT
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  • Previous Close 25.34
  • YTD Return -7.17%
  • Expense Ratio 1.34%
  • Category Large Growth
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 54.98M
  • Beta (5Y Monthly) 0.90
  • Yield 0.07%
  • 5y Average Return --
  • Holdings Turnover 45.77%
  • Last Dividend 0.02
  • Inception Date Jan 27, 1995

The fund invests primarily in equity securities of all market capitalizations. Under normal market conditions, it will invest at least 80% of its total assets in equity securities. The fund may hold up to 20% of its net assets in derivative instruments and short positions at any time.

Wellington Shields

Fund Family

Large Growth

Fund Category

54.98M

Net Assets

1995-01-27

Inception Date

More about Wellington Shields All-Cap Instl

Performance Overview: WSACX

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Trailing returns as of 4/15/2025. Category is Large Growth.

YTD Return

WSACX
7.17%
Category
12.38%
 

1-Year Return

WSACX
2.00%
Category
41.70%
 

3-Year Return

WSACX
2.31%
Category
22.56%
 

5-Year Return

WSACX
12.60%
Category
21.98%
 

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Holdings: WSACX

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Sector Weightings

SectorWSACX
Technology   27.36%
Financial Services   17.89%
Industrials   10.99%
Healthcare   9.96%
Communication Services   6.88%
Consumer Cyclical   6.43%
Energy   5.82%
Basic Materials   5.30%
Utilities   4.02%
Consumer Defensive   3.61%
Real Estate   1.76%
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Recent News: WSACX

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Research Reports: WSACX

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