Yahoo
Nasdaq - Delayed Quote USD

Westwood Quality Value Fund Inst (WHGLX)

13.02 +0.02 (+0.15%)
At close: 8:07:21 PM EST
Chart Range Bar
Loading chart for WHGLX
  • Previous Close 13.00
  • YTD Return 7.94%
  • Expense Ratio 0.63%
  • Category Large Value
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 74.14M
  • Beta (5Y Monthly) 0.67
  • Yield 1.04%
  • 5y Average Return --
  • Holdings Turnover 77.00%
  • Last Dividend 0.16
  • Inception Date Jun 28, 2006

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of large capitalization companies. It generally invests in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts ("ADRs"). The fund invests in approximately 40-60 securities that are well diversified among market sectors.

Westwood

Fund Family

Large Value

Fund Category

74.14M

Net Assets

2006-06-28

Inception Date

Performance Overview

View More

Trailing returns as of 10/29/2026. Category is Large Value.

YTD Return

WHGLX
7.94%
Category
4.44%

1-Year Return

WHGLX
8.47%
Category
14.37%

3-Year Return

WHGLX
11.13%
Category
6.04%

5-Year Return

WHGLX
7.26%
Category
9.20%

People Also Watch

Holdings

View More

Sector Weightings

Recent News

View More

Research Reports

View More

Top Mutual Funds

Mobilize your Website
View Site in Mobile | Classic
Share by: