WWSYX Mutual Fund

WWSYX Mutual Fund (Westwood Quality SmallCap Fund) is managed by Westwood Funds with $531.7M in net assets. WWSYX expense ratio is 0.79%, holding 65 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2020-03-31.

WWSYX performance shows a YTD return of 15.45%. The 1-year return is 15.19% and the 5-year return is 6.04%. WWSYX dividend yield stands at 5.42%, paid annually.

WWSYX 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 WWSYX holdings, WWSYX sectors, or WWSYX dividends.

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