Morningstar

Westwood Quality SmallCap Fund C Class WHGCX

Medalist Rating as of Sep 23, 2026 See Westwood Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000® Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts and master limited partnerships.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WHGSX	Westwood Quality SmallCap Fund Institutional Class	Institutional	Open			Apr 2, 2007	$295.52M	0.920%	Average	$100,000	−$89.46M
WWSYX	Westwood Quality SmallCap Fund Ultra Shares	Institutional	Open			Mar 31, 2020	$379.05M	0.790%	Below Average	$1M	−$245.56M
WHGAX	Westwood Quality SmallCap Fund A Class	Front Load	Open			Sep 3, 2019	$2.26M	1.040%	Low	$1,000	−$351,499.71
WHGCX	Westwood Quality SmallCap Fund C Class	Level Load	Open			Sep 3, 2019	$4.56M	1.790%	Low	$1,000	−$460,936.77

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