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Westwood Quality SmallCap Fund Inst WHGSX

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%

Morningstar’s Analysis WHGSX

Will WHGSX outperform in future?

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

A solid value/blend option in small caps.

Summary

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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