Nasdaq - Delayed Quote
USD
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
Performance Overview
View MoreTrailing returns as of 10/29/2026. Category is Small Blend.
Holdings
View MoreSector Weightings
Sector
WHGSX
Financial Services
23.41%
Industrials
16.75%
Consumer Cyclical
12.28%
Real Estate
11.46%
Technology
9.04%
Energy
6.92%
Basic Materials
6.12%
Utilities
5.77%
Healthcare
4.65%
Consumer Defensive
3.59%
Communication Services
0.00%
