WPSGX Rating, Research - W.P. Stewart & Co. Growth Fund

W.P. Stewart & Co. Growth Fund (wpsgx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 254

Threats + Weaknesses = 137

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wpsgx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

W.P. Stewart & Co. Growth Fund (WPSGX) Description: WPSGX is a mutual fund, which is an investment that owns a basket of assets. The WPSGX mutual fund was provided by W.P. Stewart & Co and this investment vehicle derives the majority of its value from equity holdings (stocks). W.P. Stewart & Cos mutual fund has a short management tenure and is in the small fund size classification. WPSGXs minimum initial investment amount is $25000 while the IRA minimum is $25000. WPSGXs expense ratio is roughly 1%. The latest WPSGXs front end load was 0% and the back end load was 0%. The W.P. Stewart & Co. Growth Fund (WPSGX) mutual fund falls under the large-cap mixed category. WPSGX focuses its investments in USA and WPSGX is not affiliated with a particular industry or fund sector. The W.P. Stewart & Co. Growth Fund (WPSGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WPSGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WPSGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to achieve high total return, capital appreciation and income. The fund invests at least 80% of net assets, plus borrowings, in equity securities (see equity research) of companies that have large capitalizations, with a market capitalization equal to or greater than $3.5 billion or are included in the S&P 500 index.

Management Analysis Update

Performance Analysis Update