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WHGCX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Westwood Quality SmallCap Fund C (WHGCX) Ownership - Who owns Westwood Quality SmallCap Fund C?

The investment seeks long-term capital appreciation... Show more

Category: #Small Blend

Profile

Category
Small Blend
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A

Details

Group
Domestic Stock Funds
Category
Small Blend
Total Expense Ratio
1.79
Min. Initial Investment
1000.00
Fund Existence
almost 6 years
Turnover
57.00
Front Load
N/A
Net Assets
995171400.00
Manager Tenure
N/A

Fundamentals

WHGCX
Net Assets
995M
Fund Existence
almost 6 years
Turnover
57.00
Total Expense Ratio
1.79
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.93
Assets in Top Ten Holdings
251M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
4.75M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.85
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
61.00
Number of Net Holdings
61.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
21.01%
Gain YTD
0.100
Annual Yield % from dividends
0.26
Returns for 1 year
-1.12
Returns for 3 years
7.26
Returns for 5 years
35.85
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
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General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A