C
WPG Partners Select Small Cap Value Fund Institutional Class WPGSX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Institutional Only, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
D
Treehouse Foods Inc
THS - NYSE
D
Enovis Corp
ENOV - NYSE
D
Tronox Holdings PLC Shs Class A
TROX - NYSE
C
Kemper Corp
KMPR - NYSE
C
Arcosa Inc
ACA - NYSE
Performance
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Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Boston Partners
Manager/Tenure
(Years)
Eric A. Gandhi (3)
Address
1 Beacon St, 30th Floor
Boston MA - 02108
Country
United States
Phone Number
617-832-8200
Investment Strategy
The investment seeks to provide long-term capital appreciation. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in equity securities of U.S. companies that, at the time of purchase, have a market capitalization that is within the range of the market capitalization of issuers in the Russell 2000 ® Value Index. It may invest in depositary receipts and equity securities of foreign companies.