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Westwood SmallCap Value Institutional (WHGSX)

13.37 Down 0.06(0.45%) Oct 17
Prev Close:13.43
YTD Return*:-2.86%
Net Assets*:98.09M
Yield*:0.13%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for WHGSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JJSF2.135.60
OMCL2.136.54
BBCN2.10-11.87
DTSI2.095.02
HTLD2.0719.78

Fund Basics

Morningstar Overall Rating:
Total Assets:98.09M
Category:Small Blend
Annual Report Expense Ratio (net):1.14%

Performance & Risk

YTD Return:-2.86%
5y Avg Return:16.63%
Rank in Category (ytd):43
% Rank in Category (ytd):5.83%
Beta (3y):1.30
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets 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. It generally invests in securities of domestic companies, but may also invest in equity securities of foreign companies and ADRs. View More
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