WPG Partners Small/Micro Cap Value (WPGTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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WPG Partners Small/Micro Cap Value
New York, NY 10022
909 Third Avenue, 32nd Floor
RBB Fund Inc (Robeco)
888-261-4073
Management information
,Lead manager since 30 December 1999
Mr. Weiss joined Robeco WPG in mid-1999 to work on the firm’s Small Cap Value team. He joined the firm from Bear Stearns where he began his investment career in 1995 as an equity analyst, responsible for covering the building materials, nonferrous metals, steel and steel-related industries. Mr. Weiss holds a B.A. degree in psychology from Cornell University.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Value
Fund familyBoston Partners
Net assets32.52M
YTD return9.54%
Yield1.00%
Morningstar rating★★★★
Inception date29 Mar 1972
Fund operations
Last dividend0.21
Last cap gain16.00
Holdings turnover90.00%
Average for categoryN/A
Fees and expenses
ExpenseWPGTXCategory average
Annual report expense ratio (net)1.10%1.16%
Prospectus net expense ratio1.10%N/A
Prospectus gross expense ratio1.32%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.15%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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