Morningstar

Westwood Quality SmallCap Fund C Class WHGCX

Morningstar Medalist Rating
Medalist Rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 21.45  /  +0.33 %
  • Total Assets 876.8M
  • Adj. Expense Ratio
    1.790%
  • Expense Ratio 1.790%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 63%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:50 AM GMT+0

Morningstar’s Analysis WHGCX

Will WHGCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WHGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WHGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WHGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Robust research undergirds this quality small-blend approach.

Analyst Drew Carter

Drew Carter

Analyst

Summary

This strategy’s proven managers, experienced analyst team, and rigorous approach make it a fine choice for small-blend investors. The strategy has approached its capacity limit of USD 4 billion and has closed to some institutional investors; however, the fund remains open.

by Drew Carter
Rated on Published on

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Portfolio Holdings WHGCX

More WHGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Renasant Corp

2.11 19M
Financial Services

Nicolet Bankshares Inc

2.11 19M
Financial Services

Academy Sports and Outdoors Inc Ordinary Shares

2.10 19M
Consumer Cyclical

City Holding Co

2.09 19M
Financial Services

First Bancorp

2.08 19M
Financial Services

Atlantic Union Bankshares Corp

2.07 19M
Financial Services

Avista Corp

2.07 19M
Utilities

Blue Bird Corp

2.07 19M
Industrials

MDU Resources Group Inc

2.06 18M
Utilities

Standex International Corp

2.05 18M
Industrials

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