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Morningstar

Westwood SmallCap Growth Institutional WSCIX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:18 PM GMT+00:00

Morningstar’s Analysis WSCIX

Will WSCIX 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 WSCIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WSCIX 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 WSCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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