WHGLX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Westwood Quality Value Fund Inst (WHGLX) Ownership - Who owns Westwood Quality Value Fund Inst?

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

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WHGLX

Net Assets

166M

Fund Existence

almost 19 years

Turnover

42.00

Total Expense Ratio

0.62

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.70

Assets in Top Ten Holdings

59M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

164M

Fund Type

OpenEnd

Index Fund

Management Fee

0.50

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

49.00

Number of Net Holdings

49.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

29.79%

Gain YTD

-9.347

Annual Yield % from dividends

1.35

Returns for 1 year

-11.03

Returns for 3 years

-4.17

Returns for 5 years

18.05

Returns for 10 years

15.25

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Category LargeValue

Profile

Fundamentals

Details