WSTCM Global Allocation Risk-Managed Fund Institutional Shares (WSTIX)
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WSTCM Global Allocation Risk-Managed Fund Institutional Shares
WST Investment Trust
150 West Main Street, Suite 1700
Norfolk VA 23510
866-515-4626
Management information
Roger H. Scheffel,Lead manager since 15 December 2013
Roger Scheffel is a Principal, Portfolio Manager and member of the firm’s Investment Committee. He also serves as Chief Investment Officer for WST Capital Management, the firm’s in-house ETF strategist.
Before joining WST in 2009, Roger held relationship and portfolio management responsibilities at a global wealth management
and investment banking firm. Prior to entering the financial services industry, he was a Senior Manager in Ernst & Young’s Private
Client Services division.
A native of Texas, Roger graduated from St. Mary’s University with a Bachelor of Business Administration in Accounting. He is a
member of the American Institute of CPA’s and the Personal Financial Planning Section and holds the Personal Financial
Specialist credential. Roger has taught Portfolio Management to MBA candidates as an adjunct professor at a local university
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryTactical Allocation
Fund familyWilbanks Smith & Thomas
Net assets1.5M
YTD return1.44%
Yield8.46%
Morningstar rating★★
Inception date15 Dec 2013
Fund operations
Last dividend0.69
Last cap gain0.00
Holdings turnover268.00%
Average for categoryN/A
Fees and expenses
ExpenseWSTIXCategory average
Annual report expense ratio (net)1.62%1.29%
Prospectus net expense ratio1.62%N/A
Prospectus gross expense ratio2.25%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.22%
Max deferred sales loadN/A1.17%
3-yr expense projection643N/A
5-yr expense projection1,148N/A
10-yr expense projection2,536N/A
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