WP Large Cap Income Plus Institutional (WPLCX)
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WP Large Cap Income Plus Institutional
Boca Raton, FL 33432
129 NW 13th Street, Suite D-26
Wp Trust
(800) 950-9112
Management information
,Lead manager since 9 October 2013
Mr. Charles Stoll, CPA, CFP, PFS, has served as the managing member of the Winning Points Advisors, LLC since 1989. Mr. Stoll obtained a Bachelor’s degree in Business Administration in accounting in 1977 from Stetson University. Although Mr. Stoll does not currently practice as a Certified Public Accountant (CPA), he is certified as such. Additionally, Mr. Stoll is certified by the CFP Board as a Certified Financial Planner and by the AICPA as a Personal Financial Specialist.
Morningstar style box
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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
CategoryLarge Value
Fund familyWP Trust
Net assets23.07M
YTD return7.60%
Yield0.00%
Morningstar rating★
Inception date9 Oct 2013
Fund operations
Last dividend0.04
Last cap gain16.00
Holdings turnover3.82%
Average for categoryN/A
Fees and expenses
ExpenseWPLCXCategory average
Annual report expense ratio (net)2.54%0.94%
Prospectus net expense ratio2.54%N/A
Prospectus gross expense ratio2.54%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.24%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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