This strategy’s proven and experienced team and consistent, rigorous approach make it a fine choice for small-blend investors.
Westwood Quality SmallCap Fund Inst WHGSX
- NAV / 1-Day Return 20.00 / −1.48 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.920%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 1.29%
- Turnover 58%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:18 PM GMT+0
Morningstar’s Analysis WHGSX
Will WHGSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Century Communities Inc | 2.22 | 28.5 Mil | Consumer Cyclical |
Blue Bird Corp | 2.20 | 28.2 Mil | Consumer Cyclical |
Conmed Corp | 2.09 | 26.7 Mil | Healthcare |
GMS Inc | 2.08 | 26.6 Mil | Industrials |
Avista Corp | 2.07 | 26.5 Mil | Utilities |
Merit Medical Systems Inc | 2.07 | 26.5 Mil | Healthcare |
Atlantic Union Bankshares Corp | 2.06 | 26.4 Mil | Financial Services |
SM Energy Co | 2.05 | 26.2 Mil | Energy |
Triumph Financial Inc | 2.04 | 26.1 Mil | Financial Services |
Renasant Corp | 2.03 | 26.0 Mil | Financial Services |