WHGMX Mutual Fund

WHGMX Mutual Fund (Westwood Quality SMidCap Fund Institutional Class) is managed by Westwood Funds with $82.1M in net assets. WHGMX expense ratio is 0.85%, holding 63 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2005-12-19.

WHGMX performance shows a YTD return of 14.93%. The 1-year return is 19.87% and the 5-year return is 9.08%. WHGMX dividend yield stands at 4.52%, paid annually.

WHGMX top holdings include First American Government Obligations Fund (3.2%), South State Corp (2.7%), Idacorp Inc Ida (2.5%), Cullen/Frost Bankers, Inc. (2.5%), Modine Manufacturing Company (2.5%). 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.