WHGMX Mutual Fund
NAV$19.14
AUM$81M
TER0.85%
Holdings63
WHGMX Mutual Fund
NAV$19.14
Westwood Quality SMidCap Fund Institutional Class
AUM$81M
TER0.85%
Holdings63
WHGMX Mutual Fund Performance
WHGMX performance across multiple time periods: 1-month 3.46%, YTD 17.01%, 1-year 25.32%, 3-year 15.95%, 5-year 9.39%, 10-year 10.40%.
WHGMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.
WHGMX performance comparison shows side-by-side returns with another fund. WHGMX alternatives are available in the Mutual Fund Screener.