• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 2.84% Nasdaq Down 2.94%

    Westwood SmallCap Value Institutional (WHGSX)

    13.26 Up 0.04(0.30%) Aug 31
    Prev Close:13.26
    YTD Return*:0.72%
    Net Assets*:135.36M
    Yield*:0.28%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for WHGSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    LAD2.12N/A
    INN2.11N/A
    WSBC2.10N/A
    HTLD2.10N/A
    ALE2.09N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:135.36M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:0.72%
    5y Avg Return:16.99%
    Rank in Category (ytd):69
    % Rank in Category (ytd):8.58%
    Beta (3y):1.13
    Morningstar Risk Rating:4

    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback