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Morningstar

Westwood Quality SmallCap Fund Inst WHGSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 19.24  /  0.93 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.00%
  • Turnover 60%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis WHGSX

Will WHGSX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WHGSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WHGSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of WHGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid value/blend option in small caps.

Analyst

Summary

| by Drew Carter

A seasoned investment team and collaborative, rigorous approach earn Westwood Quality SmallCap's two cheaper share classes a Morningstar Analyst Rating of Silver, while the two others land at Bronze.

Unlock our full analysis with Morningstar Investor