WHGSX – Fund Analysis – Westwood Quality SmallCap Fund Inst | Morningstar

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Will WHGSX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WHGSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Quality is evident in this small-blend portfolio.

Analyst Drew Carter

Drew Carter

Analyst

Summary

This strategy’s proven and experienced team and consistent, rigorous approach make it a fine choice for small-blend investors.

by Drew Carter

Rated on Sep 12, 2023 Published on Sep 12, 2023

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