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    Westport Select Cap R (WPSRX)

    22.55 Up 0.34(1.53%) Dec 17
    Prev Close:22.55
    YTD Return*:7.21%
    Net Assets*:380.33M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    » More Headlines for WPSRX

    Top Holdings

    Symbol% AssetsYTD Return %
    UHS13.5328.77
    URI8.9539.50
    PCP8.11-12.37
    WSH7.35-2.41
    IPGP7.06-7.23

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:380.33M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.37%

    Performance & Risk

    YTD Return:7.21%
    5y Avg Return:15.09%
    Rank in Category (ytd):60
    % Rank in Category (ytd):15.96%
    Beta (3y):1.24
    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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