Wp Large Cap Fund Quote
WPLCX Fund | USD 15.68 0.03 0.19% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Wp Large is trading at 15.68 as of the 24th of December 2024; that is 0.19 percent up since the beginning of the trading day. The fund's open price was 15.65. Wp Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of November 2024 and ending today, the 24th of December 2024. Click here to learn more.
The fund will invest at least 80 percent 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 and return stability through an options strategy. More on Wp Large Cap
Moving together with WPLCX Mutual Fund
0.88 | IPSAX | Ips Strategic Capital | PairCorr |
0.64 | VVIAX | Vanguard Value Index | PairCorr |
0.64 | DOXGX | Dodge Cox Stock | PairCorr |
Moving against WPLCX Mutual Fund
WPLCX Mutual Fund Highlights
Fund Concentration | WP Trust Funds, Large Value Funds, Large Value, WP Trust (View all Sectors) |
Update Date | 31st of December 2024 |
Wp Large Cap [WPLCX] is traded in USA and was established 24th of December 2024. Wp Large is listed under WP Trust category by Fama And French industry classification. The fund is listed under Large Value category and is part of WP Trust family. This fund at this time has accumulated 37.47 M in net assets with minimum initial investment of 2 K. Wp Large Cap is currently producing year-to-date (YTD) return of 20.2%, while the total return for the last 3 years was 2.18%.
Check Wp Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WPLCX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WPLCX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wp Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wp Large Cap Mutual Fund Constituents
C | Citigroup | Stock | Financials | |
LMT | Lockheed Martin | Stock | Industrials | |
BP | BP PLC ADR | Stock | Energy | |
CVX | Chevron Corp | Stock | Energy | |
BAC | Bank of America | Stock | Financials | |
WFC | Wells Fargo | Stock | Financials | |
OTRK | Ontrak Inc | Stock | Health Care | |
MSFT | Microsoft | Stock | Information Technology |
Wp Large Cap Risk Profiles
Mean Deviation | 0.7338 | |||
Semi Deviation | 0.8463 | |||
Standard Deviation | 1.08 | |||
Variance | 1.16 |
Wp Large Against Markets
Other Information on Investing in WPLCX Mutual Fund
Wp Large financial ratios help investors to determine whether WPLCX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in WPLCX with respect to the benefits of owning Wp Large security.
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