WWSMX Mutual Fund

WWSMX Mutual Fund (Westwood Quality SMidCap Fund Ultra Share Class) is managed by Westwood Funds with $32.5M in net assets. WWSMX expense ratio is 0.68%, holding 63 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2020-07-31.

WWSMX performance shows a YTD return of 15.15%. The 1-year return is 20.16% and the 5-year return is 9.08%. WWSMX dividend yield stands at 4.67%, paid annually.

WWSMX top holdings include First American Government Obligations Fund (3.2%), South State Corp (2.7%), Idacorp Inc Ida (2.5%), Cullen/Frost Bankers, Inc. (2.5%), Modine Manufacturing Company (2.5%). Go to all WWSMX holdings, WWSMX sectors, or WWSMX dividends.

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