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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.

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