WHGSX Mutual Fund

WHGSX Mutual Fund (Westwood Quality SmallCap Fund Institutional Class) is managed by Westwood Funds with $305.6M in net assets. WHGSX expense ratio is 0.92%, holding 76 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2007-04-02.

WHGSX performance shows a YTD return of 12.36%. The 1-year return is 6.95% and the 5-year return is 5.28%. WHGSX dividend yield stands at 5.44%, paid annually.

WHGSX top holdings include Merit Medical Systems Inc (2.2%), Seacoast Banking Corp Of Florida (2.2%), Fb Financial Corp (2.1%), Nicolet Bankshares Inc Common Stock (2.1%), Bel Fuse Inc Class B (2.1%). Go to all WHGSX holdings, WHGSX sectors, or WHGSX dividends.

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