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    Westwood SmallCap Value Institutional (WHGSX)

    14.03 Up 0.03(0.21%) Jul 31
    Prev Close:14.00
    YTD Return*:2.44%
    Net Assets*:137.12M
    Yield*:0.28%

    * As of 30-Jun-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:137.12M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:2.44%
    5y Avg Return:18.89%
    Rank in Category (ytd):72
    % Rank in Category (ytd):8.98%
    Beta (3y):1.14
    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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