WHGQX Mutual Fund

WHGQX Mutual Fund (Westwood Quality Value Fund Class Ultra Shares) is managed by Westwood Funds with $37,107.48 in net assets. WHGQX expense ratio is 0.55%, holding 60 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2022-11-30.

WHGQX performance shows a YTD return of 10.45%. The 1-year return is 11.42% and the 5-year return is 7.21%. WHGQX dividend yield stands at 19.98%, paid annually.

WHGQX 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 WHGQX holdings, WHGQX sectors, or WHGQX dividends.

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