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    Westwood SmallCap Value Institutional (WHGSX)

    14.27 Up 0.06(0.42%) Jun 30
    Prev Close:14.21
    YTD Return*:1.72%
    Net Assets*:137.71M
    Yield*:0.28%

    * As of 31-May-15

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

    Headlines

    • No Headlines available for WHGSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TREX2.14N/A
    OMCL2.13N/A
    SHLM2.13N/A
    MCS2.11N/A
    LFUS2.08N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:137.71M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:1.72%
    5y Avg Return:16.97%
    Rank in Category (ytd):76
    % Rank in Category (ytd):9.58%
    Beta (3y):1.17
    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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