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WHGMX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

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

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
N/A
Min. Initial Investment
100000.00
Fund Existence
about 19 years
Turnover
87.00
Front Load
N/A
Net Assets
106917600.00
Manager Tenure
N/A

Fundamentals

WHGMX
Net Assets
107M
Fund Existence
about 19 years
Turnover
87.00
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
Small Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
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
No
Fund Share Class Net Assets
74.7M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
61.00
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
14.325
Annual Yield % from dividends
0.88
Returns for 1 year
15.98
Returns for 3 years
22.71
Returns for 5 years
28.27
Returns for 10 years
-2.12
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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