WHGMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Westwood Quality SMidCap Fund Inst (WHGMX) Ownership - Who owns Westwood Quality SMidCap Fund Inst?

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

Category: #Small Blend

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WHGMX

Net Assets

88.5M

Fund Existence

over 19 years

Turnover

73.00

Total Expense Ratio

0.90

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.07

Assets in Top Ten Holdings

70.6M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

62.4M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

66.00

Number of Net Holdings

66.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

20.69%

Gain YTD

-6.376

Annual Yield % from dividends

1.31

Returns for 1 year

-1.97

Returns for 3 years

22.48

Returns for 5 years

47.44

Returns for 10 years

-7.72

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General Information

Category SmallBlend

Profile

Fundamentals

Details