Skip to Content
Morningstar

Westwood Quality SMidCap Fund Inst WHGMX

Morningstar Medalist Rating
Medalist Rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 13.37  /  0.68 %
  • Total Assets 284.7 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.64%
  • Turnover 104%

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:17 PM GMT+0

Morningstar’s Analysis WHGMX

Will WHGMX outperform in 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 WHGMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WHGMX 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 WHGMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Westwood Quality SMidCap Fund Inst earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WHGMX

More WHGMX Holdings
  • Current Portfolio Date
  • Equity Holdings 59
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 22.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ecovyst Inc

2.63
7,806,701
Basic Materials

Chord Energy Corp Ordinary Shares - New

2.51
7,460,069
Energy

Boise Cascade Co

2.29
6,808,505
Basic Materials

Littelfuse Inc

2.22
6,593,511
Technology

CACI International Inc Class A

2.16
6,410,860
Technology

BRP Group Inc Class A

2.15
6,386,872
Financial Services

Moog Inc A

2.15
6,378,828
Industrials

Vertiv Holdings Co Class A

2.13
6,346,049
Industrials

Domino's Pizza Inc

2.12
6,290,592
Consumer Cyclical

Eagle Materials Inc

2.12
6,289,065
Basic Materials