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Westwood Quality Smallcap Fund Institutional Class (WHGSX)

US Funds

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21.41 +0.05 +0.23%

04/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 456.75M

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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 Change10.96%

Prev. Close21.36

Risk Rating

TTM Yield1.25%

ROE11.85%

IssuerN/A

Turnover35%

ROA4.52%

Inception Date39174

Total Assets456.75M

Expenses0.89%

Min. Investment100,000

Market Cap2.56B

CategorySmall Blend

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Westwood Quality Smallcap Fund Institutional Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1073	1090	1234	1189	1518	2324
Fund Return	7.27%	8.97%	23.39%	5.93%	8.7%	8.8%
Place in category	526	266	407	152	413	199
% in Category	88	48	73	30	80	54

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood Income Opportunity Instl	369.58M	9.99	2.59	5.23
Westwood LargeCap Value Institution	211.09M	12.52	8.16	9.48
Westwood SMidCap Institutional	75.21M	11.78	7.46	7.99
Westwood Income Opportunity A	43.79M	9.78	2.36	4.98

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	56.48B	12.37	4.36	9.64
Fidelity Small Cap Index Instl Pre	26.87B	11.21	1.97	8.93
Vanguard Small Cap Index I	23.18B	12.37	4.37	9.65
DFA US Small Cap I	16.29B	10.92	6.62	9.64
Vanguard Small Cap Index InstlPlus	11.41B	12.38	4.38	9.66

Top Holdings

Name	ISIN	Weight %	Last	Change %
GMS Inc	US36251C1036	2.15	91.61	+0.74%
Verra Mobility	US92511U1025	2.13	22.80	-1.38%
NorthWestern	US6680743050	2.10	52.58	-0.40%
Viavi Solutions	US9255501051	2.10	9.58	-2.84%
Century Communities	US1565043007	2.09	89.98	+1.56%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westwood SmallCap.	21.41	+0.05	+0.23%