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W.P. Stewart & Co Growth (WPSGX)

On Nov 23: 140.69 USD  Up 1.75 (1.26%)  
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W.P. STEWART & CO. GROWTH FUND, Delayed quote dataEdit
Net Asset Value: 140.69
Trade Time: Nov 23
Change: Up 1.75 (1.26%)
Prev Close: 140.69
YTD Return*: -0.02%
Net Assets*: 58.80M
Yield*: N/A
* As of 31-Dec-07
W.P. Stewart & Co Growth (WPSGX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 2 stars
Total Assets: 58.80M
Category: Large Growth
Total Expense Ratio: 1.89%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: -0.02%
5y Avg Return: 9.16%
Rank in Category (ytd): 209
% Rank in Category (ytd): 11.96%
Beta (3y): 1.06
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks capital gains. The fund typically invests in common stocks of companies based on a variety of factors. It primarily invests in large-market capitalization companies, which are companies that have market capitalizations of $5 billion or more(large-cap). The fund's portfolio normally consists primarily of common stocks of U.S.-based companies listed on the New York Stock Exchange. It is nondiversified.
Fund Profile


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