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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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 49.39% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WHGSX | Category Average | WHGSX | Category Average | WHGSX | Category Average | |
| Alpha | -7.91 | -0.09 | -7.28 | -0.06 | -5.72 | -0.06 |
| BETA | 1.07 | 0.01 | 1.12 | 0.01 | 1.11 | 0.01 |
| Mean Annual Return | 0.5 | 0.01 | 0.98 | 0.01 | 0.75 | 0.01 |
| R-squared | 67.77 | 0.83 | 71.82 | 0.77 | 70.79 | 0.78 |
| Standard Deviation | 21.99 | 0.26 | 23.45 | 0.21 | 20.16 | 0.19 |
| Sharpe Ratio | 0.07 | 0 | 0.38 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | -0.68 | 0.08 | 5.9 | 0.1 | 4.72 | 0.09 |
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