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Westwood Quality SmallCap Fund Inst (WHGSX)

20.77 +0.24 (+1.17%)
At close: 8:07:21 PM EST
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  • Previous Close 20.53
  • YTD Return 4.87%
  • Expense Ratio 0.92%
  • Category Small Blend
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 710.97M
  • Beta (5Y Monthly) 0.98
  • Yield 0.71%
  • 5y Average Return --
  • Holdings Turnover 63.00%
  • Last Dividend 0.15
  • Inception Date Mar 31, 2020

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000® Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts and master limited partnerships.

Westwood

Fund Family

Small Blend

Fund Category

710.97M

Net Assets

2020-03-31

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Small Blend.

YTD Return

WHGSX
4.87%
Category
20.19%

1-Year Return

WHGSX
2.13%
Category
60.18%

3-Year Return

WHGSX
8.10%
Category
11.32%

5-Year Return

WHGSX
4.01%
Category
13.88%

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