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Westwood Quality Value Fund Institutional Class (WHGLX)

US Funds

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14.04 +0.01 +0.07%

24/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Westwood

Asset Class: Equity

Morningstar Rating:
Total Assets: 200.61M

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Westwood Quality Value Fund Institutional Class Overview

Find basic information about the Westwood Quality Value Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WHGLX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US0075W07347)

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Rating

1-Year Change6.85%

Prev. Close14.03

Risk Rating

TTM Yield1.35%

ROE24.48%

IssuerWestwood

Turnover22%

ROA9.59%

Inception Date38896

Total Assets200.61M

Expenses0.62%

Min. Investment100,000

Market Cap140.96B

CategoryLarge Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1106	983	1106	1136	1445	2309
Fund Return	10.55%	-1.75%	10.55%	4.34%	7.63%	8.73%
Place in category	985	589	985	889	847	375
% in Category	85	51	85	81	83	49

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood SmallCap Value Institution	451.01M	4.80	2.44	7.59
Westwood Income Opportunity Instl	378.4M	9.08	1.49	4.96
Westwood SMidCap Institutional	78.65M	10.42	5.24	7.41
Westwood Income Opportunity A	44.26M	12.49	3.15	4.99

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	65.87B	14.51	7.67	10.85
Vanguard Equity-Income Adm	52.23B	15.16	7.46	10.07
Vanguard Windsor II Admiral	48.17B	14.29	6.32	10.43
American Funds American Mutual A	41.94B	14.95	6.30	9.36
Vanguard Value Index Adm	37.22B	15.99	7.45	9.99

Top Holdings

Name	ISIN	Weight %	Last	Change %
UnitedHealth	US91324P1021	3.44	543.00	+1.97%
JPMorgan	US46625H1005	3.44	264.23	-0.23%
J&J	US4781601046	3.40	150.29	+2.36%
Microsoft	US5949181045	3.25	429.39	-3.30%
Abbott Labs	US0028241000	3.01	126.67	+1.31%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Neutral	Buy
Technical Indicators	BUY	Strong Sell	BUY
Summary	Neutral	Sell	Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westwood LargeCap.	14.04	+0.01	+0.07%