Morningstar

Westwood Quality SMidCap Fund Institutional Class WHGMX

Morningstar Medalist Rating
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Medalist Rating as of See Westwood Investment Hub
  • NAV / 1-Day Return $18.02  /  +0.33 %
  • Fund Size $105.9M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.40%
  • Turnover Ratio 66%
NAV and 1-Day Return as of

Morningstar’s Analysis WHGMX

Will WHGMX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Westwood Quality SMidCap Fund Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WHGMX

More WHGMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Idacorp Inc

2.60 3M
Utilities

Glacier Bancorp Inc

2.42 2M
Financial Services

Piper Sandler Cos

2.41 2M
Financial Services

Sensient Technologies Corp

2.32 2M
Basic Materials

Trex Co Inc

2.27 2M
Industrials

BJ's Wholesale Club Holdings Inc

2.16 2M
Consumer Defensive

Landstar System Inc

2.14 2M
Industrials

EastGroup Properties Inc

2.10 2M
Real Estate

Hubbell Inc

2.09 2M
Industrials

SouthState Bank Corp

2.08 2M
Financial Services

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