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Westfield Capital Dividend Growth Instl (WDIVX)
12.55
+0.02
+(0.16%)
At close: June 30 at 8:01:00 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities. While the Advisor expects to invest primarily in common and preferred stock, it may also invest in other equity securities, including master limited partnerships ("MLPs") and American Depositary Receipts ("ADRs").
Westfield Capital Dividend Growth Instl
Oaks PA 19456
One Freedom Valley Drive
Fund Overview
| Category | Large Blend |
| Fund Family | Westfield Capital |
| Net Assets | 147.29M |
| YTD Return | -12.05% |
| Yield | 1.15% |
| Morningstar Rating | |
| Inception Date | Jul 26, 2013 |
Fund Operations
| Last Dividend | 0.18 |
| Last Cap Gain | 45.00 |
| Holdings Turnover | 62.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | WDIVX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.95% | 0.78% |
| Prospectus Net Expense Ratio | 0.95% | -- |
| Prospectus Gross Expense Ratio | 1.05% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | -- |
| Max Deferred Sales Load | -- | -- |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
William A. Muggia, Lead Manager since July 26, 2013
Will joined Westfield Capital Management in April 1994. In addition to his executive duties, he chairs the Investment Committee, serves as Market Strategist and contributes investment ideas primarily within the Health Care and Energy sectors.
In 2001, Will was promoted to President and Chief Investment Officer and now oversees all of Westfield's US equity and hedge fund strategies. In this role, Will and his team have grown the firm from $2 billion to $13 billion in assets under management.
Prior to joining Westfield, Will worked in the Technology Investment Banking Group at Alex Brown & Sons, where his responsibilities included mergers and acquisitions, restructuring, and spin-offs. Before that, he was a Vice President at Kidder, Peabody & Company.
Will graduated from Middlebury College in 1983 and received a Masters in Business Administration from the Harvard Business School in 1992.
Will and his family are very active in community service, focusing their efforts on education for underprivileged youth. He is a member of the Board of Directors of SquashBusters and the Advisory Board of The Base. Morningstar Style Box
Morningstar Category
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