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Westport R (WPFRX) Fund Ranking and Research

Ranking, Research and Recommendation of Westport R (WPFRX) Fund

    Last Trade: $25.81 on 10/13/2016, Change: -0.22 (-0.85%)

 

Graph of Westport R Fund (WPFRX) ManagerFund Manager - Edmund H. Nicklin, Jr.

Fund Manager Information

Fund Manager Tenure: 19.7 years
Similar Funds: WPFIX 
Fund Family: Westport Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Honorable Mentioning: US News (2011),

 

Graph of Westport R Fund (WPFRX) ProfileWestport R Fund (WPFRX) Profile

Fund Profile and Description

Westport R Fund seeks capital appreciation; income is secondary. Westport R Fund invests primarily in undervalued common stocks of mid-capitalization companies that having a market value between $2 billion and $10 billion. It invests in securities of companies with both larger and smaller market capitalizations, but expects the median market capitalization of the fund to be in the mid capitalization range.

 

Westport R (WPFRX) Fund Strength What we like about Westport R (WPFRX) Fund

Data for Westport R Fund (WPFRX) as of May 30, 2016

  • Westport R Fund (WPFRX) management has been with Westport R Fund for 19.7 years
  • Westport R Fund (WPFRX) has good short-term performance (1-year return -3.70% vs -5.73% Mid-Cap Growth category median performance)
  • Westport R Fund (WPFRX) has good Long-term performance (5-year return 8.19% vs 7.70% Mid-Cap Growth category median performance)
  • Westport R Fund (WPFRX) ratio of up-years vs down years is greater than 2
  • Westport R Fund (WPFRX) has an annual stock turnover rate of 3.00% vs Mid-Cap Growth average of 50.96%. It is good that Westport R management does not trade extensively for its return.
  • Westport R Fund (WPFRX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.67, lower than category average of 13.49
  • Westport R Fund (WPFRX) has a lower expense ratio than its Mid-Cap Growth average: 1.23% vs 1.28%
  • Westport R Fund (WPFRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Westport R Fund (WPFRX) Weakness What we are cautious about Westport R (WPFRX) Fund

Data for Westport R Fund (WPFRX) as of May 30, 2016

  • Westport R Fund (WPFRX) has a less-than-ideal mid-term performance (3-year return 7.54% vs 8.38% Mid-Cap Growth category median performance)
  • Westport R Fund (WPFRX) has a Morningstar rating of 3 and below
  • Westport R Fund (WPFRX) is less safe compared to its Mid-Cap Growth peers
See Westport R Fund (WPFRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Westport R Fund (WPFRX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Westport R5.68-3.707.548.19
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Westport R Fund (WPFRX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Westport R Fund (WPFRX) Net Asset TrackingWestport R (WPFRX) Fund Net Asset

Track net asset change of Westport R fund (WPFRX)

DateNet Asset
05/2016$437.68M
03/2016$445.33M
02/2016$420.20M
More historic net asset information on Westport R Fund (WPFRX)

  

Graph of Westport R Fund (WPFRX) Portfolio TrackingWestport R (WPFRX) Fund Portfolio Allocation

Track portfolio allocation change of Westport R fund (WPFRX)

DateCashStockBondOther
03/20161.45%98.55%0%0%
12/20151.3%98.69%0%0%
09/20153.94%96.05%0%0%
Click here to see more historic asset allocation information on Westport R Fund (WPFRX)

 

graph of Westport R Fund (WPFRX) Top 10 Position TrackingTop 10 Holdings in Westport R (WPFRX) Fund

Discover what Westport R Fund (WPFRX) manager is buying

Mar 30, 2016
Universal Health Services, Inc. [8.68%]
Check Point Software Technologi [7.17%]
Mastercard Incorporated Common [6.53%]
Synopsys, Inc. [6.22%]
EOG Resources, Inc. Common Stoc [5.62%]
Ross Stores, Inc. [5.46%]
Amphenol Corporation Common Sto [5.05%]
PTC Inc. [4.84%]
Interpublic Group of Companies, [4.69%]
Varian Medical Systems, Inc. Co [4.59%]

Dec 30, 2015
Universal Health Services, Inc. [8.11%]
Mastercard Incorporated Common [6.35%]
Check Point Software Technologi [6.3%]
Precision Castparts Corporation [6.17%]
Synopsys, Inc. [5.53%]
Ross Stores, Inc. [5.25%]
EOG Resources, Inc. Common Stoc [5.18%]
PTC Inc. [4.77%]
Varian Medical Systems, Inc. Co [4.75%]
Interpublic Group of Companies, [4.5%]

Sep 29, 2015
Universal Health Services, Inc. [8.09%]
Mastercard Incorporated Common [6.48%]
Precision Castparts Corporation [6.19%]
Check Point Software Technologi [5.86%]
Synopsys, Inc. [5.35%]
EOG Resources, Inc. Common Stoc [5.09%]
Ross Stores, Inc. [4.52%]
PTC Inc. [4.18%]
Amphenol Corporation Common Sto [4.16%]
Varian Medical Systems, Inc. Co [4.15%]
Click here for Stock Holding Change Map in Westport R Fund (WPFRX)

  

Latest News on Westport R (WPFRX) Fund

See what is happening with Westport R Fund (WPFRX)

 

Westport R Fund (WPFRX) Related ResourcesSee more information on Westport R (WPFRX) Fund

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