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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

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.

Westwood Quality SmallCap Fund Inst

Cincinnati, OH 45246
225 Pictoria Drive, Suite 450

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 Operations

Last Dividend 0.18
Last Cap Gain 17.00
Holdings Turnover 57.00%
Average for Category --

Fees & Expenses

Expense WHGSX Category Average
Annual Report Expense Ratio (net) 0.90% 1.03%
Prospectus Net Expense Ratio 0.90% --
Prospectus Gross Expense Ratio 1.04% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

William E. Costello, Lead Manager since December 31, 2010
Mr. Costello joined Westwood in 2010 and serves as Director of Equity Portfolios and Senior Portfolio Manager on the SmallCap Value portfolio team. He is also responsible for investment research within the Energy and Utilities sectors and is a member of the Energy/Utilities research group. Mr. Costello began his career with Investors Bank and Trust in 1992 and subsequently joined Delphi Management and The Boston Company. Mr. Costello earned an MBA from Boston University and a BA in Economics from Marietta College. He is a member of the CFA Institute, the Boston Security Analysts Society and the National Association of Petroleum Investment Analysts.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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. When necessary, we may change a category assignment based on recent changes to the portfolio.

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