WHGAX Mutual Fund

WHGAX Mutual Fund (Westwood Quality SmallCap Fund Institutional Class) is managed by Westwood Funds with $2.7M in net assets. WHGAX expense ratio is 1.04%, holding 65 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2019-09-03.

WHGAX performance shows a YTD return of 14.87%. The 1-year return is 15.68% and the 5-year return is 5.85%. WHGAX dividend yield stands at 5.85%, paid monthly.

WHGAX top holdings include Northern Oil And Gas Inc (2.2%), Corporate Office Properties Trust (2.1%), Simmons First National Corp., Class A (2.1%), Four Corners Property Trust Inc (2.1%), Avista Corp (2.1%). Go to all WHGAX holdings, WHGAX sectors, or WHGAX dividends.

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