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Westport Select Cap R (WPSRX)

23.06 Up 0.10(0.44%) Aug 29
Prev Close:22.96
YTD Return*:0.32%
Net Assets*:367.44M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

» More Headlines for WPSRX

Top Holdings

Symbol% AssetsYTD Return %
UHS12.2829.79
PCP8.66-14.85
URI8.1435.82
WSH7.78-8.15
IPGP6.81-13.14

Fund Basics

Morningstar Overall Rating:
Total Assets:367.44M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.37%

Performance & Risk

YTD Return:0.32%
5y Avg Return:15.11%
Rank in Category (ytd):52
% Rank in Category (ytd):6.79%
Beta (3y):1.28
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of small capitalization companies selected for their capital appreciation potential. Under normal circumstances, the Westport Select Cap Fund seeks to achieve its investment goal by investing at least 65% of its net assets in the equity securities of companies with market capitalizations at the time of initial purchase within the range of those in the Russell 2000® Index. View More
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