About WSACX
Wellington Shields All-Cap Fund Institutional Shares is an open-end mutual fund that primarily invests in equity securities across large, mid, and small-cap U.S. companies. Its main objective is to achieve long-term capital appreciation, and under typical market conditions, the fund allocates at least 80% of its assets to equities, with the flexibility to invest up to 20% in derivatives and short positions for hedging or income purposes. The portfolio demonstrates a clear bias toward large growth stocks, holding a concentrated mix of well-established technology, communication services, and consumer cyclical firms, including Microsoft, NVIDIA, Alphabet, and Amazon. Typically, about a third of assets are invested in its top 10 holdings. The fund employs a fundamental research-driven approach, targeting companies it deems undervalued within the expansive All-Cap universe. Known for its relatively high expense ratio compared to peers, the institutional share class is geared toward investors with larger minimum investment thresholds, reflecting its professional management and broader diversification. Since its inception in 1995, the Wellington Shields All-Cap Fund Institutional Shares has served as a vehicle for investors seeking diversified exposure to U.S. growth equities with active management oversight.
Fund Family Wellington Shields
Category Large Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol WSACX
Share Class Institutional Shares
Index Russell 1000 TR USD
WSACX had a total return of 17.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.30%.
