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Westwood Quality Value Fund Inst WHGLX

Medalist Rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 13.28  /  0.15 %
  • Total Assets 206.0 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.70%
  • Turnover 57%

Morningstar’s Analysis WHGLX

Will WHGLX outperform in future?

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

Westwood Quality Value Fund Inst's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings WHGLX

  • Current Portfolio Date
  • Equity Holdings 48
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 29.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.59
7,272,686
Financial Services
3.32
6,728,689
Healthcare
3.27
6,610,196
Healthcare
3.01
6,095,874
Financial Services
2.94
5,959,858
Technology
2.90
5,868,719
Financial Services
2.67
5,413,454
Industrials
2.52
5,094,055
Financial Services
2.46
4,981,646
Energy
2.45
4,961,453
Healthcare