Funds Offered by  

4 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
IPSAXIPS Strategic Capital Absolute Return Fund Institutional Class SharesMutual fund06/15/2021AlternativesOptionsBroadActively managed1.00 0.00%Analyze
WPINXWP Income Plus Fund Institutional ClassMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 3.43%Analyze
WPITXWP International Companies Income Plus Fund Institutional ClassMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 3.33%Analyze
WPSMXWP Smaller Companies Income Plus Fund Institutional ClassMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 3.25%Analyze
TOTAL4

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