WHGLX Mutual Fund

WHGLX Mutual Fund (Westwood Quality Value Fund Institutional Class) is managed by Westwood Funds with $72.8M in net assets. WHGLX expense ratio is 0.63%, holding 60 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2006-06-28.

WHGLX performance shows a YTD return of 10.50%. The 1-year return is 11.28% and the 5-year return is 7.45%. WHGLX dividend yield stands at 19.83%, paid annually.

WHGLX top holdings include Amazon.Com Inc (5.7%), Apple, Inc (5.1%), Microsoft Corp (4.7%), Alphabet Inc,class A (2.9%), Thermo Fisherscientific Inc. (2.8%). 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.