Skip to Content
US Videos

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 shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.