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.
Will WHGSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of WHGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.