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.
Westwood Quality SmallCap Fund Inst WHGSX
NAV / 1-Day Return
22.12
/
0.64
%
Total Assets
1.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.990%
Expense Ratio
0.990%
Fee Level
Average
Longest Manager Tenure
10.82
years
Category
Small Blend
Investment Style
Small ValueMin. Initial Investment
100,000
Status
Open
TTM Yield
0.55%
Turnover
67%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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-leaning small-blend option.
