WHGMX – Westwood Quality SMidCap Fund Inst Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small- and mid-cap companies. The fund managers consider small- and mid-cap companies to be those companies within the market capitalization range of the Russell 2500® 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 ETFs, REITs, and master limited partnerships ("MLPs").

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
WHGMX	Westwood Quality SMidCap Fund Institutional Class	Institutional	Open			Dec 19, 2005	$76.59M	0.850%	Below Average	$100,000	−$2.47M
WWSMX	Westwood Quality SMidCap Fund Ultra Shares	Institutional	Open			Jul 31, 2020	$28.26M	0.680%	Low	$1M	−$3.24M

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