WPLCX Mutual Fund (WP Large Cap Income Plus Fund Cl I) is managed by WP Trust with $26.1M in net assets. WPLCX expense ratio is 2.21%, holding 17 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2013-10-10.

WPLCX performance shows a YTD return of 9.40%. The 1-year return is 28.12% and the 5-year return is 5.28%.

WPLCX top holdings include Immunitybio Inc (17.1%), Apple Inc Sedol 2046251 (15.9%), Jpmorgan Chase & Co (13.4%), Bank Of America Corp. (12.2%), Mircosoft Corp. (11.3%). View all WPLCX holdings, sector breakdown, or dividend history.

WPLCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WPLCX alternatives are available via the screener, along with tax-loss harvesting opportunities.