Skip to Content

Westwood Quality SmallCap Fund Inst WHGSX

Analyst rating as of
NAV / 1-Day Return
22.12  /  0.64 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.990%
Expense Ratio
0.990%
Fee Level
Average
Longest Manager Tenure
10.82 years
Category
Small Blend
Investment Style
Small Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.55%
Turnover
67%
Premium

Morningstar’s Analysis

Will WHGSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid, value-leaning small-blend option.

Summary

| |

Westwood Quality SmallCap's seasoned investment team and disciplined, bottom-up approach earn the fund's cheaper share classes a Morningstar Analyst Rating of Silver, while the remaining share classes are rated Bronze.

Unlock our full analysis with Morningstar Premium