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Westport I

WPFIX
26.19
+0.17
+0.65%
2/10/2016
5 Years
  • Previous Close

    26.02

  • Net Assets

    99.55M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.06%

  • Category

    Mid-Cap Growth

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Westport Funds

Fund Style

Open

Fund Manager

Edmund Nicklin, Jr.

Investment Style

Large Growth

The investment seeks a return composed of primarily capital appreciation and secondarily current income. The fund invests primarily in undervalued common stocks of mid capitalization companies, companies having a market capitalization between $2 billion and $10 billion. It will opportunistically invest in securities of companies with both larger and smaller market capitalizations, but the advisor expects the median market capitalization of the fund to be in the mid capitalization range.

Purchase Information

Initial Purchase 250,000
Initial Purchase: IRA 250,000
Initial Purchase: AIP 250,000

Inception

2/9/2001

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