WWSMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Westwood Quality SMidCap Fund Ultra (WWSMX) Ownership - Who owns Westwood Quality SMidCap Fund Ultra?

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

WWSMX

Net Assets

91.1M

Fund Existence

over 4 years

Turnover

73.00

Total Expense Ratio

0.68

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.83

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

26.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

67.00

Number of Net Holdings

67.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

22.53%

Gain YTD

-4.681

Annual Yield % from dividends

1.63

Returns for 1 year

-0.25

Returns for 3 years

11.38

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category SmallBlend

Profile

Fundamentals

Details