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An Appealing Small-Cap Fund

Bronze-rated Westwood SmallCap uses a valuation-focused approach, is supported by a strong team, and has an attractive price tag.


Linda Abu Mushrefova: For investors seeking small-cap exposure, Bronze-rated Westwood SmallCap is a solid choice. Despite landing in the small-blend Morningstar Category, the team adopts a valuation-focused approach, making the fund an appropriate choice for investors seeking either value or blend exposure.

A strong team supports this strategy through their proven team-based approach. At Westwood, all portfolio managers also act as analysts. Additionally, a centralized team of approximately 20 research analysts, divided by industry, are responsible for conducting bottom-up fundamental research. Together, the team has rewarded investors through strong stock selection as evidenced by their attractive long-term performance record where it tops both the Russell 2000 Value and Russell 2000 indexes from its April 2007 inception through October 2018.

Linda Abu Mushrefova does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.