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Westwood Quality Smallcap Fund Institutional Class (WHGSX)

US Funds

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20.55 +0.19 +0.93%

00:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 448.43M

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 Change - 1.06%

Prev. Close20.36

Risk Rating

TTM Yield1.18%

ROE11.85%

IssuerWestwood

Turnover35%

ROA4.52%

Inception Date39174

Total Assets448.43M

Expenses0.89%

Min. Investment100,000

Market Cap2.56B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1143	1061	1274	1248	1548	2348
Fund Return	14.25%	6.07%	27.37%	7.67%	9.14%	8.91%
Place in category	564	559	528	196	438	220
% in Category	92	88	88	35	82	58

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood Income Opportunity Instl	373.6M	12.70	3.35	5.24
Westwood LargeCap Value Institution	207.94M	12.52	8.16	9.48
Westwood SMidCap Institutional	75.22M	11.78	7.46	7.99
Westwood Income Opportunity A	44.14M	12.49	3.15	4.99

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	61.56B	23.28	7.50	10.06
Fidelity Small Cap Index Instl Pre	29.53B	21.69	5.11	9.20
Vanguard Small Cap Index I	24.71B	23.28	7.51	10.07
DFA US Small Cap I	16.62B	20.81	8.80	9.91
Vanguard Small Cap Index InstlPlus	13.1B	23.30	7.52	10.09

Top Holdings

Name	ISIN	Weight %	Last	Change %
GMS Inc	US36251C1036	2.15	86.80	+0.97%
Verra Mobility	US92511U1025	2.13	23.91	+0.72%
NorthWestern	US6680743050	2.10	53.18	+0.83%
Viavi Solutions	US9255501051	2.10	10.33	+0.68%
Century Communities	US1565043007	2.09	75.54	+0.05%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westwood SmallCap.	20.55	+0.19	+0.93%