WHGCX Mutual Fund

WHGCX Mutual Fund (Westwood Quality SmallCap Fund Class C) is managed by Westwood Funds with $4.4M in net assets. WHGCX expense ratio is 1.79%, holding 76 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2019-09-03.

WHGCX performance shows a YTD return of 11.69%. The 1-year return is 5.98% and the 5-year return is 3.99%. WHGCX dividend yield stands at 4.86%, paid annually.

WHGCX top holdings include Merit Medical Systems Inc (2.2%), Seacoast Banking Corp Of Florida (2.2%), Fb Financial Corp (2.1%), Nicolet Bankshares Inc Common Stock (2.1%), Bel Fuse Inc Class B (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.