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Westport R (WPFRX)

33.65 Up 0.29(0.87%) Oct 30
Prev Close:33.36
YTD Return*:2.22%
Net Assets*:637.29M
Yield*:N/A

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WPFRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
EOG5.3615.82
UHS5.2527.75
PCP4.94-14.72
MA4.12-11.84
CHKP3.975.33

Fund Basics

Morningstar Overall Rating:
Total Assets:637.29M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.23%

Performance & Risk

YTD Return:2.22%
5y Avg Return:13.62%
Rank in Category (ytd):47
% Rank in Category (ytd):6.17%
Beta (3y):1.11
Morningstar Risk Rating:2

Fund Summary

The investment seeks a return composed of primarily capital appreciation and secondarily current income. The fund invests primarily in undervalued common stocks of mid capitalization companies, companies having a market capitalization between $2 billion and $10 billion. It will opportunistically invest in securities of companies with both larger and smaller market capitalizations, but expects the median market capitalization of the fund to be in the mid capitalization range. View More
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