WP Large Cap Income Plus Fund Institutional Class
WPLCX
NASDAQ
| Weiss Ratings | WPLCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | WPLCX-NASDAQ | Click to Compare |
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| Provider | WP Trust | |||
| Manager/Tenure (Years) | Charles Stoll (11) | |||
| Website | -- | |||
| Fund Information | WPLCX-NASDAQ | Click to Compare |
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| Fund Name | WP Large Cap Income Plus Fund Institutional Class | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 10, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WPLCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | WPLCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.54% | |||
| Asset Allocation | WPLCX-NASDAQ | Click to Compare |
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| Cash | 1.62% | |||
| Stock | 98.39% | |||
| U.S. Stock | 90.48% | |||
| Non-U.S. Stock | 7.91% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | WPLCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.47% | |||
| 30-Day Total Return | -7.93% | |||
| 60-Day Total Return | -4.37% | |||
| 90-Day Total Return | -2.17% | |||
| Year to Date Total Return | -1.48% | |||
| 1-Year Total Return | 8.58% | |||
| 2-Year Total Return | 48.78% | |||
| 3-Year Total Return | 2.54% | |||
| 5-Year Total Return | 142.49% | |||
| Price | WPLCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WPLCX-NASDAQ | Click to Compare |
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| Nav | $15.31 | |||
| 1-Month Low NAV | $14.55 | |||
| 1-Month High NAV | $16.20 | |||
| 52-Week Low NAV | $13.41 | |||
| 52-Week Low NAV (Date) | Apr 16, 2024 | |||
| 52-Week High NAV | $16.63 | |||
| 52-Week High Price (Date) | Feb 19, 2025 | |||
| Beta / Standard Deviation | WPLCX-NASDAQ | Click to Compare |
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| Beta | 1.14 | |||
| Standard Deviation | 23.81 | |||
| Balance Sheet | WPLCX-NASDAQ | Click to Compare |
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| Total Assets | 24.31M | |||
| Operating Ratios | WPLCX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.54% | |||
| Turnover Ratio | 1.51% | |||
| Performance | WPLCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.38% | |||
| Last Bear Market Total Return | -38.43% | |||
