WHGQX Mutual Fund

WHGQX Mutual Fund (Westwood Quality Value Fund Class Ultra Shares) is managed by Westwood Funds with $38,080.39 in net assets. WHGQX expense ratio is 0.55%, holding 52 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2022-11-30.

WHGQX performance shows a YTD return of 9.25%. The 1-year return is 11.63% and the 5-year return is 7.21%. WHGQX dividend yield stands at 20.20%, paid annually.

WHGQX top holdings include Amazon.Com Inc (3.7%), Texas Instrument Inc (2.9%), Alphabet Inc Common Stock USD 0.001 (2.9%), Qnity Electronics Inc (2.8%), Nextera Energy Inc. (2.7%). 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.