Morningstar

WPG Partners Select Small Cap Value Ins WPGSX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 11.99  /  +1.18 %
  • Total Assets 146.8 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.42%
  • Turnover 118%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WPGSX

Will WPGSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WPGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WPGSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WPGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

WPG Partners Select Small Cap Value Ins's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings WPGSX

More WPGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arcosa Inc

4.82 5.1 Mil
Industrials

BGC Group Inc Ordinary Shares Class A

4.73 5.0 Mil
Financial Services

Kemper Corp

4.64 4.9 Mil
Financial Services

Nomad Foods Ltd

3.74 4.0 Mil
Consumer Defensive

Enovis Corp

3.71 3.9 Mil
Industrials

Gildan Activewear Inc

3.63 3.8 Mil
Consumer Cyclical

Equity Commonwealth

3.36 3.6 Mil
Real Estate

Fidelis Insurance Holdings Ltd

3.20 3.4 Mil
Financial Services

Brixmor Property Group Inc

3.13 3.3 Mil
Real Estate

Tenet Healthcare Corp

3.07 3.2 Mil
Healthcare

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