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Westwood Quality Smallcap Fund Institutional Class (WHGSX)

US Funds

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18.59 -0.21 -1.12%

13/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Westwood

Asset Class: Equity

Morningstar Rating:
Total Assets: 392.6M

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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 Change - 8.56%

Prev. Close18.8

Risk Rating

TTM Yield0.85%

ROE13.74%

IssuerWestwood

Turnover57%

ROA5.20%

Inception Date39174

Total Assets392.6M

Expenses0.90%

Min. Investment100,000

Market Cap2.54B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	977	896	1028	1117	1563	2002
Fund Return	-2.32%	-10.4%	2.82%	3.77%	9.34%	7.19%
Place in category	358	442	505	307	412	236
% in Category	55	68	83	57	79	61

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood Income Opportunity Instl	365.79M	3.01	3.96	5.15
Westwood LargeCap Value Institution	177.68M	10.55	4.34	8.73
Westwood SMidCap Institutional	65.87M	10.42	5.24	7.41
Westwood Income Opportunity A	42.85M	2.34	2.73	5.11

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	55.54B	-1.14	5.79	8.59
Fidelity Small Cap Index Instl Pre	25.76B	-2.85	3.49	7.38
Vanguard Small Cap Index I	21.96B	-1.13	5.81	8.60
DFA US Small Cap I	14.78B	-1.96	5.79	8.33
Vanguard Small Cap Index InstlPlus	12.31B	-1.13	5.81	8.61

Top Holdings

Name	ISIN	Weight %	Last	Change %
Verra Mobility	US92511U1025	2.32	20.43	+1.16%
TXNM Energy	US69349H1077	2.23	52.43	+2.46%
Vital Energy	US5168062058	2.22	20.98	+5.06%
SM Energy	US78454L1008	2.22	29.86	+3.79%
Northern Oil&Gas	US6655313079	2.11	29.34	+3.55%

Technical Summary

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

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