WHGMX Mutual Fund (Westwood Quality SMidCap Fund Institutional Class) is managed by Westwood Funds with $80.9M in net assets. WHGMX expense ratio is 0.85%, holding 63 positions across sectors including Financials, Unknown, Industrials. Inception date: 2005-12-19.

WHGMX performance shows a YTD return of 17.01%. The 1-year return is 25.32% and the 5-year return is 9.39%. WHGMX dividend yield stands at 4.40%, paid annually.

WHGMX top holdings include First American Government Obligations Fund (3.2%), Southstate Bank Corporation (2.7%), Idacorp Inc (2.5%), Cullen/Frost Bankers, Inc. (2.5%), Modine Manufacturing Company (2.5%). View all WHGMX holdings, sector breakdown, or dividend history.

WHGMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WHGMX alternatives are available via the screener, along with tax-loss harvesting opportunities.