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  •  Dow Down 1.54% Nasdaq Down 1.52%

    Westwood SmallCap Value Institutional (WHGSX)

    14.28 Down 0.22(1.52%) Apr 17
    Prev Close:14.50
    YTD Return*:2.94%
    Net Assets*:133.69M
    Yield*:0.27%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for WHGSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TREX2.1427.31
    OMCL2.134.77
    SHLM2.1318.86
    MCS2.1117.15
    LFUS2.083.33

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:133.69M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:2.94%
    5y Avg Return:16.82%
    Rank in Category (ytd):69
    % Rank in Category (ytd):8.87%
    Beta (3y):1.15
    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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