WHGMX Mutual Fund

WHGMX Mutual Fund (Westwood Quality SMidCap Fund Institutional Class) is managed by Westwood Funds with $106.8M in net assets. WHGMX expense ratio is 0.85%, holding 62 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2005-12-19.

WHGMX performance shows a YTD return of 10.28%. The 1-year return is 14.67% and the 5-year return is 6.87%. WHGMX dividend yield stands at 0.40%, paid annually.

WHGMX top holdings include Idacorp Inc Ida (2.6%), Glacier Bancorp Inc (2.4%), Piper Sandler Cos Common Stock Usd.01 (2.4%), Sensient Technologies Corp (2.3%), Trex Co Inc (2.3%). Go to all WHGMX holdings, WHGMX sectors, or WHGMX dividends.

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