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WP Trust Funds

WP Trust is a company that sells mutual funds with $100M in... WP Trust is a company that sells mutual funds with $100M in assets under management. The average expense ratio from all mutual funds is 2.12%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 2013. The average manager tenure for all managers at WP Trust is 6.72 years. The company offers investors 5 mutual funds, in terms of the number of individual fund symbols. View more View less

WP Trust is a company that sells mutual funds with $100M in assets under management. The average expense ratio from all mutual funds is 2.12%. 100.00% of all the mutual funds are no... WP Trust is a company that sells mutual funds with $100M in assets under management. The average expense ratio from all mutual funds is 2.12%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 2013. The average manager tenure for all managers at WP Trust is 6.72 years. The company offers investors 5 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

IPS Strategic Capital Absolute Return Fund

IPSAX | Fund

$10.26

0.00%

$63.59 M

0.00%

$0.00

-1.70%

4.17%

5.39%

-

1.74%

WP Large Cap Income Plus Fund

WPLCX | Fund

$10.64

+0.76%

$26.12 M

0.19%

$0.02

-16.25%

-5.47%

1.70%

-

2.33%

WP Smaller Companies Income Plus Fund

WPSMX | Fund

$7.44

+1.64%

$4.40 M

0.00%

-

-47.28%

-13.75%

-5.24%

-

3.34%

WP International Companies Income Plus Fund

WPITX | Fund

$5.45

-0.18%

$3.49 M

1.13%

$0.06

-26.42%

-18.85%

-10.62%

-

4.40%

WP Income Plus Fund

WPINX | Fund

$4.08

+1.49%

$1.96 M

5.74%

$0.23

-29.44%

-23.62%

-13.92%

-

4.67%

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