WHGSX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Westwood Quality SmallCap Fund Inst (WHGSX) Ownership - Who owns Westwood Quality SmallCap 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

WHGSX

Net Assets

988M

Fund Existence

about 18 years

Turnover

57.00

Total Expense Ratio

0.92

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

1.05

Assets in Top Ten Holdings

251M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

400M

Fund Type

OpenEnd

Index Fund

Management Fee

0.85

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

64.00

Number of Net Holdings

64.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

21.34%

Gain YTD

-5.136

Annual Yield % from dividends

0.88

Returns for 1 year

-6.93

Returns for 3 years

-0.27

Returns for 5 years

87.53

Returns for 10 years

43.12

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General Information

Category SmallBlend

Profile

Fundamentals

Details