WWLAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Westwood Quality Value Fund A (WWLAX) Ownership - Who owns Westwood Quality Value Fund A?

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

WWLAX

Net Assets

177M

Fund Existence

over 17 years

Turnover

42.00

Total Expense Ratio

0.80

Front Load

3.00%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.88

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

2.07M

Fund Type

OpenEnd

Index Fund

Management Fee

0.50

Modified Duration

N/A

No Load Fund

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

-4.274

Annual Yield % from dividends

1.19

Returns for 1 year

-4.82

Returns for 3 years

4.01

Returns for 5 years

25.16

Returns for 10 years

19.59

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Category LargeValue

Profile

Fundamentals

Details