WHGSX Mutual Fund

WHGSX Mutual Fund (Westwood Quality SmallCap Fund Institutional Class) is managed by Westwood Funds with $354.0M in net assets. WHGSX expense ratio is 0.92%, holding 65 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2007-04-02.

WHGSX performance shows a YTD return of 15.34%. The 1-year return is 15.10% and the 5-year return is 6.20%. WHGSX dividend yield stands at 5.30%, paid annually.

WHGSX top holdings include Northern Oil And Gas Inc (2.2%), Corporate Office Properties Trust (2.1%), Simmons First National Corp., Class A (2.1%), Four Corners Property Trust Inc (2.1%), Avista Corp (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.