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    Westwood SmallCap Value Institutional (WHGSX)

    11.27 Up 0.22(1.99%) Feb 12
    Prev Close:11.05
    YTD Return*:-8.89%
    Net Assets*:127.82M
    Yield*:0.30%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for WHGSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    OMCL2.25N/A
    CONE2.20N/A
    TRNO2.19N/A
    JJSF2.15N/A
    KAMN2.15N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:127.82M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:-8.89%
    5y Avg Return:9.58%
    Rank in Category (ytd):87
    % Rank in Category (ytd):10.26%
    Beta (3y):1.09
    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
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