Nasdaq - Delayed Quote
USD
Westwood Quality SmallCap Fund Inst (WHGSX)
20.77
+0.24
(+1.17%)
At close: 8:07:21 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.80% |
|---|---|
| 5y Average Return | 3.73% |
| Number of Years Up | 12 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 29, 2026) | 49.39% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 49.39% |
| Worst 3Y Total Return | 2.44% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WHGSX
Category
- YTD
- 4.87%
- 20.19%
- 1-Month
- -6.66%
- 0.02%
- 3-Month
- -11.10%
- 4.36%
- 1-Year
- 2.13%
- 60.18%
- 3-Year
- 8.10%
- 11.32%
- 5-Year
- 4.01%
- 13.88%
- 10-Year
- 7.41%
- 11.19%
- Last Bull Market
- 24.38%
- 27.98%
- Last Bear Market
- -11.48%
- -24.08%
Annual Total Return (%) History
Year
WHGSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
3.93% | 13.50% | -11.10% | -- |
|
2025
|
-6.67% | 5.08% | 4.63% | -2.61% |
|
2024
|
3.81% | -5.17% | 8.97% | -2.30% |
|
2023
|
2.85% | 3.15% | -3.98% | 15.02% |
|
2022
|
-7.93% | -11.48% | -5.40% | 13.55% |
|
2021
|
16.93% | 4.75% | -3.33% | 8.04% |
|
2020
|
-32.64% | 18.52% | 1.58% | 25.98% |
|
2019
|
14.53% | 5.81% | -0.60% | 5.53% |
|
2018
|
0.40% | 5.47% | 1.69% | -20.30% |
|
2017
|
0.00% | 2.48% | 6.03% | 3.40% |
Rank in Category (By Total Return)
| YTD | 93 |
| 1-Month | 96 |
|---|---|
| 3-Month | 95 |
| 1-Year | 97 |
| 3-Year | 97 |
| 5-Year | 92 |
Load Adjusted Returns
| 1-Year | 2.13% |
| 3-Year | 8.10% |
|---|---|
| 5-Year | 4.01% |
| 10-Year | 7.41% |
Performance & Risk
| YTD Return | 8.80% |
| 5y Average Return | 3.73% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Westwood |
| Net Assets | 710.97M |
| YTD Return | 4.87% |
| Yield | 0.71% |
| Morningstar Rating | |
| Inception Date | Mar 31, 2020 |
Fund Summary
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.
