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Westwood Quality SmallCap Fund Inst WHGSX

Analyst rating as of
NAV / 1-Day Return
21.99  /  0.05 %
Total Assets
1.0 Bil
Adj. Expense Ratio
0.990%
Expense Ratio
0.990%
Fee Level
Average
Longest Manager Tenure
10.34 years
Category
Small Blend
Investment Style
Small Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.53%
Turnover
67%
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Morningstar’s Analysis

Will WHGSX outperform in future?

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

A solid, value-leaning small-blend option.

Summary

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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.

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