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Westwood SmallCap Growth Institutional WSCIX

Quantitative rating as of
  • NAV / 1-Day Return 8.46  /  0.95 %
  • Total Assets 23.7 Mil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.56%
  • Turnover 860%

Morningstar’s Analysis WSCIX

Will WSCIX outperform in future?

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

Summary

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Westwood SmallCap Growth Institutional’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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