WHGLX Mutual Fund

WHGLX Mutual Fund (Westwood Quality Value Fund Institutional Class) is managed by Westwood Funds with $75.9M in net assets. WHGLX expense ratio is 0.63%, holding 52 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2006-06-28.

WHGLX performance shows a YTD return of 9.39%. The 1-year return is 11.58% and the 5-year return is 7.60%. WHGLX dividend yield stands at 20.03%, paid annually.

WHGLX top holdings include Amazon.Com Inc (3.7%), Texas Instrument Inc (2.9%), Alphabet Inc Common Stock USD 0.001 (2.9%), Qnity Electronics Inc (2.8%), Nextera Energy Inc. (2.7%). Go to all WHGLX holdings, WHGLX sectors, or WHGLX dividends.

WHGLX can be compared against other funds. Use WHGLX overlap to find shared positions, or WHGLX vs another fund for a side-by-side view. WHGLX alternatives are available via the screener, along with tax-loss harvesting opportunities.