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Westwood Quality Value Fund Institutional Class (WHGLX)

US Funds

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12.87 +0.14 +1.10%

11/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 172.6M

Type: Fund

Market: United States

Issuer: Westwood

Asset Class: Equity

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WHGLX Overview

Find basic information about the Westwood Quality Value Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WHGLX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 4.95%

Prev. Close12.73

Risk Rating

TTM Yield1.35%

ROE24.48%

IssuerWestwood

Turnover22%

ROA9.59%

Inception Date38896

Total Assets172.6M

Expenses0.62%

Min. Investment100,000

Market Cap140.96B

CategoryLarge Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1106	983	1106	1136	1445	2309
Fund Return	10.55%	-1.75%	10.55%	4.34%	7.63%	8.73%
Place in category	985	589	985	889	847	375
% in Category	85	51	85	81	83	49

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood SmallCap Value Institution	353.38M	-6.67	2.90	6.55
Westwood Income Opportunity Instl	347.63M	0.42	2.93	4.96
Westwood SMidCap Institutional	59.32M	10.42	5.24	7.41
Westwood Income Opportunity A	40.11M	2.34	2.73	5.11

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	69.96B	3.54	8.56	11.37
Vanguard Equity-Income Adm	54.22B	2.77	8.04	10.37
Vanguard Windsor II Admiral	48.93B	-0.66	7.46	10.37
American Funds American Mutual A	38.74B	2.42	7.14	9.61
Vanguard Value Index Adm	38.93B	2.62	8.03	10.34

Top Holdings

Name	ISIN	Weight %	Last	Change %
UnitedHealth	US91324P1021	3.44	599.47	+0.85%
JPMorgan	US46625H1005	3.44	236.20	+4.00%
J&J	US4781601046	3.40	151.73	+2.04%
Microsoft	US5949181045	3.25	388.45	+1.86%
Abbott Labs	US0028241000	3.01	126.88	+1.91%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Strong Sell
Technical Indicators	Strong Sell	Strong Sell	Strong Sell
Summary	Strong Sell	Strong Sell	Strong Sell

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