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Nasdaq - Delayed Quote USD
Westwood Quality SmallCap Fund Inst (WHGSX)
18.94
+0.04
+(0.21%)
At close: 8:04:03 PM EDT
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18.90 - YTD Return -2.32%
- Expense Ratio 0.90%
- Category Small Blend
- Last Cap Gain 17.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 1.02B
- Beta (5Y Monthly) 1.07
- Yield 0.85%
- 5y Average Return --
- Holdings Turnover 57.00%
- Last Dividend 0.18
- Inception Date Sep 3, 2019
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000® Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts and master limited partnerships.
Westwood
Fund Family
Small Blend
Fund Category
1.02B
Net Assets
2019-09-03
Inception Date
Performance Overview: WHGSX
View MoreTrailing returns as of 3/31/2025. Category is Small Blend.
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Holdings: WHGSX
View MoreSector Weightings
SectorWHGSX
Financial Services 22.65%
Industrials 18.37%
Real Estate 12.87%
Energy 9.09%
Basic Materials 8.26%
Consumer Cyclical 6.77%
Healthcare 6.69%
Utilities 5.35%
Technology 4.87%
Consumer Defensive 4.07%
Communication Services 1.01%
Recent News: WHGSX
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