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Westwood Quality Smallcap Fund Institutional Class (WHGSX)

US Funds

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20.72 -0.13 -0.62%

24/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 451.01M

Type: Fund

Market: United States

Issuer: Westwood

Asset Class: Equity

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WHGSX Overview

Find basic information about the Westwood Quality Smallcap 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 WHGSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change4.33%

Prev. Close20.85

Risk Rating

TTM Yield0.83%

ROE13.74%

IssuerWestwood

Turnover57%

ROA5.20%

Inception Date39174

Total Assets451.01M

Expenses0.90%

Min. Investment100,000

Market Cap2.54B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1048	977	1048	1075	1405	2079
Fund Return	4.8%	-2.3%	4.8%	2.44%	7.04%	7.59%
Place in category	572	542	572	282	428	251
% in Category	93	85	93	51	80	64

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood Income Opportunity Instl	378.4M	9.08	1.49	4.96
Westwood LargeCap Value Institution	200.61M	10.55	4.34	8.73
Westwood SMidCap Institutional	78.65M	10.42	5.24	7.41
Westwood Income Opportunity A	44.26M	12.49	3.15	4.99

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	56.8B	14.23	3.61	9.09
Fidelity Small Cap Index Instl Pre	27.09B	11.69	1.41	7.96
Vanguard Small Cap Index I	22.52B	14.23	3.63	9.10
DFA US Small Cap I	16.98B	11.49	4.29	8.78
Vanguard Small Cap Index InstlPlus	12.32B	14.25	3.63	9.11

Top Holdings

Name	ISIN	Weight %	Last	Change %
Verra Mobility	US92511U1025	2.32	26.71	+0.94%
TXNM Energy	US69349H1077	2.23	47.18	+0.79%
Vital Energy	US5168062058	2.22	33.94	-1.39%
SM Energy	US78454L1008	2.22	40.09	-2.74%
Northern Oil&Gas	US6655313079	2.11	37.94	-3.78%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Sell	Buy
Technical Indicators	Strong Buy	Strong Sell	BUY
Summary	Neutral	Strong Sell	Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westwood SmallCap.	20.72	-0.13	-0.62%