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Nasdaq - Delayed Quote USD

Westwood Quality Value Fund C (WWLCX)

13.81
-0.08
(-0.58%)
At close: February 10 at 8:01:36 PM EST
Loading Chart for WWLCX
  • Previous Close 13.89
  • YTD Return 4.46%
  • Expense Ratio 1.55%
  • Category Large Value
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 190.86M
  • Beta (5Y Monthly) 0.82
  • Yield 0.50%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.07
  • Inception Date Nov 30, 2022

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of large capitalization companies. It generally invests in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts ("ADRs"). The fund invests in approximately 40-60 securities that are well diversified among market sectors.

Westwood

Fund Family

Large Value

Fund Category

190.86M

Net Assets

2022-11-30

Inception Date

Performance Overview: WWLCX

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Trailing returns as of 2/6/2025. Category is Large Value.

YTD Return

WWLCX
4.46%
Category
4.44%
 

1-Year Return

WWLCX
14.19%
Category
14.37%
 

3-Year Return

WWLCX
5.70%
Category
6.04%
 

5-Year Return

WWLCX
7.73%
Category
9.20%
 

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Holdings: WWLCX

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Sector Weightings

SectorWWLCX
Technology   17.61%
Industrials   11.67%
Healthcare   10.53%
Utilities   6.15%
Energy   5.56%
Real Estate   4.03%

Recent News: WWLCX

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Research Reports: WWLCX

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