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WHGLX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

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

Category: @Large Value

Profile

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

Details

Group
Domestic Stock Funds
Category
Large Value
Total Expense Ratio
N/A
Min. Initial Investment
100000.00
Fund Existence
over 18 years
Turnover
57.00
Front Load
N/A
Net Assets
218753620.00
Manager Tenure
N/A

Fundamentals

WHGLX
Net Assets
219M
Fund Existence
over 18 years
Turnover
57.00
Total Expense Ratio
N/A
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
N/A
Assets in Top Ten Holdings
59M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
216M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
49.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
14.275
Annual Yield % from dividends
1.59
Returns for 1 year
18.89
Returns for 3 years
-0.32
Returns for 5 years
18.61
Returns for 10 years
29.12
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published price charts
A.I. Advisor
published General Information

General Information

Category LargeValue

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