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Westwood Quality Smallcap Fund Institutional Class (WHGSX)

US Funds

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23.31 +0.36 +1.57%

22/11 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Westwood

Asset Class: Equity

Morningstar Rating:
Total Assets: 497.77M

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Westwood Quality Smallcap Fund Institutional Class Overview

Find basic information about the Westwood Quality Smallcap 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 WHGSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US0075W07263)

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Rating

1-Year Change20.71%

Prev. Close22.95

Risk Rating

TTM Yield1.29%

ROE11.85%

IssuerWestwood

Turnover35%

ROA4.52%

Inception Date39174

Total Assets497.77M

Expenses0.89%

Min. Investment100,000

Market Cap2.56B

CategorySmall Blend

What is your sentiment on Westwood SmallCap Value Institutional?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1042	959	1232	1098	1447	2102
Fund Return	4.2%	-4.13%	23.24%	3.17%	7.67%	7.71%
Place in category	548	526	556	187	432	233
% in Category	91	86	94	37	84	64

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood Income Opportunity Instl	368.63M	8.19	1.42	4.91
Westwood LargeCap Value Institution	214.26M	12.52	8.16	9.48
Westwood SMidCap Institutional	76.08M	11.78	7.46	7.99
Westwood Income Opportunity A	45.03M	9.78	2.36	4.98

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	55.85B	11.56	2.46	9.08
Fidelity Small Cap Index Instl Pre	26.87B	9.65	0.09	8.08
Vanguard Small Cap Index I	22.74B	11.56	2.47	9.09
DFA US Small Cap I	17.71B	9.31	4.54	8.85
Vanguard Small Cap Index InstlPlus	11.6B	11.58	2.48	9.10

Top Holdings

Name	ISIN	Weight %	Last	Change %
GMS Inc	US36251C1036	2.15	101.70	+2.62%
Verra Mobility	US92511U1025	2.13	23.64	+1.94%
NorthWestern	US6680743050	2.10	56.75	+0.42%
Viavi Solutions	US9255501051	2.10	10.10	+2.02%
Century Communities	US1565043007	2.09	88.69	+1.66%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westwood SmallCap.	23.31	+0.36	+1.57%
	PIMCO Funds: Glob.	31.410	+0.010	+0.03%