WHGCX Mutual Fund

WHGCX Mutual Fund (Westwood Quality SmallCap Fund Class C) is managed by Westwood Funds with $5.3M in net assets. WHGCX expense ratio is 1.79%, holding 65 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2019-09-03.

WHGCX performance shows a YTD return of 14.73%. The 1-year return is 14.02% and the 5-year return is 4.97%. WHGCX dividend yield stands at 4.73%, paid annually.

WHGCX 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 WHGCX holdings, WHGCX sectors, or WHGCX dividends.

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