WP Large Cap Income Plus Fund Institutional Class (WPLCX)
WP Large Cap Income Plus Fund Institutional Class operates in the Asset Management - Income industry of the Financial Services sector, headquartered in Boca Raton, FL, US. The stock last traded at $22.05, up 0.00% on the session, giving a market capitalisation of $27.2M. Its beta of 0.80 implies it has historically moved less than the broad market.
This fund is designed to allocate a substantial portion, specifically a minimum of 80%, of its total assets to large-capitalization U.S. equities. This allocation encompasses both direct investments in such domestic stocks and exchange-traded funds primarily concentrated in these large U.S. companies. Furthermore, the fund employs a sophisticated options strategy aimed at generating additional income, typically through premiums obtained from option sales, while also seeking to foster greater stability in its investment performance.
WP Large Cap Income Plus Fund Institutional Class is most often compared with the following Financial Services names: