WPFRX (Westport:Fund;R)
Net Asset Value: 24.46 1-Day Return: 0.07 (0.29%) YTD Return as of 5/23/12:Up 5.16%

Classification: Multi-Cap Core   Objective: Mid-Cap   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 5.16 1.75 17.94 4.01 8.11
Classification 4.36 -3.64 14.57 -1.60 4.03
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)37121214

Fund Stats

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Investment Objective:Mid-Cap
Net Assets ($Mil)380.80
Inception Date:12/31/97
Manager Name, TenureEdmund H. Nicklin, Jr., 1997
Expense Ratio: 1.25%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 3/31/12)

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Company NameSymbol% Net Assets
Federated Us Treasury Cash Reserves;institutional NA 8.02
Precision Castparts Corp Ord PCP 4.04
Eog Resources Inc Ord EOG 3.72
Fmc Corp Ord FMC 3.69
Synopsys Inc Ord SNPS 3.40
Varian Medical Systems Inc Ord VAR 3.19
Pall Corp Ord PLL 3.15
Check Point Software Technologies Ltd Ord CHKP 3.01
W.w. Grainger Inc Ord GWW 2.92
Anadarko Petroleum Corp Ord APC 2.89
% of Total Holdings 38.03

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