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Westwood Quality Smidcap Fund Institutional Class (WHGMX)

US Funds

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15.07 +0.06 +0.40%

09/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 63.46M

Type: Fund

Market: United States

Issuer: Westwood

Asset Class: Equity

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WHGMX Overview

Find basic information about the Westwood Quality Smidcap 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 WHGMX 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 - 2.27%

Prev. Close15.01

Risk Rating

TTM Yield1.21%

ROE15.30%

IssuerWestwood

Turnover38%

ROA5.84%

Inception Date38705

Total Assets63.46M

Expenses0.85%

Min. Investment100,000

Market Cap6.43B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1104	988	1104	1166	1491	2045
Fund Return	10.42%	-1.22%	10.42%	5.24%	8.31%	7.41%
Place in category	357	477	357	67	286	279
% in Category	58	74	58	12	58	71

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood SmallCap Value Institution	373.88M	-12.25	3.37	5.99
Westwood Income Opportunity Instl	359.11M	-1.53	4.35	4.70
Westwood LargeCap Value Institution	177.18M	10.55	4.34	8.73
Westwood Income Opportunity A	40.91M	2.34	2.73	5.11

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	51.76B	-9.67	5.12	7.67
Fidelity Small Cap Index Instl Pre	23.69B	-11.52	3.43	6.47
Vanguard Small Cap Index I	20.63B	-9.67	5.13	7.68
DFA US Small Cap I	15.21B	-10.39	5.33	7.43
Vanguard Small Cap Index InstlPlus	11.53B	-9.67	5.14	7.69

Top Holdings

Name	ISIN	Weight %	Last	Change %
IDACORP	US4511071064	2.37	112.20	-2.41%
Hubbell	US4435106079	2.35	378.41	+6.08%
Chord Energy	US6742152076	2.16	97.63	+4.93%
Piper Sandler	US7240781002	2.12	265.05	+5.40%
Integer Hld	US45826H1095	2.11	120.70	+1.91%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westwood SMidCap .	15.07	+0.06	+0.40%