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Nasdaq - Delayed Quote USD

Westwood Quality SmallCap Fund Inst (WHGSX)

19.21
+0.27
+(1.43%)
At close: 8:04:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.67%
5y Average Return 14.25%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Mar 31, 2025) 49.39%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 49.39%
Worst 3Y Total Return 2.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WHGSX
Category
YTD
-2.32%
20.19%
1-Month
-4.63%
0.02%
3-Month
-10.40%
4.36%
1-Year
2.82%
60.18%
3-Year
3.77%
11.32%
5-Year
9.34%
13.88%
10-Year
7.19%
11.19%
Last Bull Market
18.65%
27.98%
Last Bear Market
-11.48%
-24.08%

Annual Total Return (%) History

Year
WHGSX
Category
2024
4.80%
--
2023
17.17%
--
2022
-12.46%
--
2021
27.93%
--
2020
2.16%
10.99%
2019
27.13%
23.75%
2018
-14.16%
-12.72%
2017
12.36%
12.28%

2016
28.33%
20.78%
2015
-5.94%
-5.38%
2014
6.05%
3.79%
2013
49.39%
37.39%
2012
18.13%
15.46%
2011
-1.40%
-4.07%
2010
23.23%
25.61%
2009
20.42%
31.80%
2008
-32.11%
-36.56%
2007
--
-1.10%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.81% -5.17% 8.97% -2.30%
2023 2.85% 3.15% -3.98% 15.02%
2022 -7.93% -11.48% -5.40% 13.55%
2021 16.93% 4.75% -3.33% 8.04%
2020 -32.64% 18.52% 1.58% 25.98%
2019 14.53% 5.81% -0.60% 5.53%
2018 0.40% 5.47% 1.69% -20.30%
2017 0.00% 2.48% 6.03% 3.40%
2016 -0.61% 4.93% 8.67% 13.23%
2015 2.94% -0.49% -9.74% 1.73%

2014 0.50% 1.99% -5.24% 9.18%
2013 16.37% 3.98% 11.00% 11.22%
2012 12.56% -3.75% 6.05% 2.82%
2011 7.92% -3.09% -21.02% 19.36%
2010 7.57% -8.83% 8.64% 15.66%
2009 -13.91% 14.54% 17.87% 3.61%
2008 -7.11% 1.24% -2.33% -26.09%
2007 -3.52% -5.19% -- --

Rank in Category (By Total Return)

YTD 55
1-Month 32
3-Month 68
1-Year 83
3-Year 57
5-Year 79

Load Adjusted Returns

1-Year 2.82%
3-Year 3.77%
5-Year 9.34%
10-Year 7.19%

Performance & Risk

YTD Return -6.67%
5y Average Return 14.25%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Westwood
Net Assets 1.02B
YTD Return -2.32%
Yield 0.85%
Morningstar Rating
Inception Date Sep 03, 2019

Fund Summary

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.

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