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    Westwood SmallCap Value Institutional (WHGSX)

    14.14 Down 0.13(0.91%) May 26
    Prev Close:14.27
    YTD Return*:1.94%
    Net Assets*:134.10M
    Yield*:0.28%

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for WHGSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TREX2.1415.29
    OMCL2.135.98
    SHLM2.137.13
    MCS2.117.29
    LFUS2.083.23

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:134.1M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:1.94%
    5y Avg Return:15.38%
    Rank in Category (ytd):43
    % Rank in Category (ytd):5.43%
    Beta (3y):1.16
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The fund managers consider small-cap companies to be those companies with market capitalizations between $100 million and $2 billion at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts, royalty trusts, and master limited partnerships. View More
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