Westwood SmallCap's seasoned bench and disciplined, bottom-up approach earns the fund's Y share class a Morningstar Analyst Rating upgrade to Silver, while the remaining share classes retain a Bronze rating.
Will WHGSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of WHGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.