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Westwood Quality SmallCap Fund Inst WHGSX

Analyst rating as of
NAV / 1-Day Return
17.72  /  1.06 %
Total Assets
948.7 Mil
Adj. Expense Ratio
0.920%
Expense Ratio
0.920%
Fee Level
Average
Longest Manager Tenure
11.49 years
Category
Small Blend
Investment Style
Small Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.00%
Turnover
58%

Morningstar’s Analysis

Will WHGSX outperform in future?

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

Westwood Announces Impending Acquisition of Salient Partners' Asset-Management Business

Analyst Note

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On May 26, 2022, Westwood announced it has entered into a definitive agreement with Salient Partners to acquire the firm’s asset-management business. The deal is expected to close during the fourth quarter of 2022 and will increase Westwood’s assets under management by $4.5 billion to $18.4 billion.

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