On May 26, 2022, Westwood announced it has entered into a definitive agreement with Salient Partners to acquire the firm’s asset-management business. The deal is expected to close during the fourth quarter of 2022 and will increase Westwood’s assets under management by $4.5 billion to $18.4 billion.
Westwood Quality SmallCap Fund Inst WHGSX
NAV / 1-Day Return
17.77
/
2.54
%
Total Assets
941.2 Mil
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.
0.920%
Expense Ratio
0.920%
Fee Level
Average
Longest Manager Tenure
11.49
years
Category
Small Blend
Investment Style
Small ValueMin. Initial Investment
100,000
Status
Open
TTM Yield
1.00%
Turnover
58%
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.
Westwood Announces Impending Acquisition of Salient Partners' Asset-Management Business
