$
20.08
Change
-0.02 -0.10%
Feb 3, 2023
YTD return
10.15%
5 yr avg return
6.41%
Total net assets
494.90M
52 week low
52 week high
$16.63
$20.42
Yield
0.96%
Fees & Expenses
Front load
0.00%
Deferred load
0.00%
Max. redemption fee
0.00%
Total expense ratio
0.92%
12 b-1
n/a
Turnover
60.00%
Expense Calculator
Amt Invested:
Timeframe:
Total expense ratio:
Front load:
Deferred load:
Expense projection:
Estimated Total:
* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.
Distributions
Income dividend
0.19
Dividend freq.
Annually
Capital gain (2022)
0.48
Capital gain (YTD)
n/a
Risk Measures
Alpha
-0.20
Beta
1.13
Standard deviation
7.52
R. squared
0.80
Min. Investment
Standard (taxable)
100000
IRA
n/a
Mutual Fund Prospectuses
MarketWatch News on WHGSX
-
This Small-Cap Fund Finds Hidden Catalysts for Growth
- Barron's Online
-
This fund manager finds contrarian bargains among ‘smidcaps’
- Michael Brush
-
Today’s Top 5 Stock Picks: Riding a Small-Cap Wave
- Barron's Online
Lipper Leader
YTD Lipper Ranking: Quintile 5 (83th percentile)
Lipper Ranking & Performance
| Fund return | Category | Index (S&P 500) |
% rank in category | Quintile rank | |
|---|---|---|---|---|---|
| YTD | 10.15% | 11.87% | 7.90% | 83% | 5 |
| 1yr | 4.78% | 2.96% | -6.10% | 30% | 2 |
| 3yr | 9.18% | 10.42% | 10.20% | 67% | 4 |
| 5yr | 6.41% | 6.97% | 10.30% | 65% | 4 |
| 10yr | 10.52% | 9.35% | 12.7% | 23% | 2 |
Calculate Growth of 10k
Starting year:
Initial amount USD:
Estimated current value USD:
$31,119
Fund Comparison
Find Another Fund
Fund Details
Category
Small-Cap Core Funds
Fund family
Westwood Quality Sma
Fund status
Open
Fund inception
April 2, 2007
Manager
Lockridge/Costello/Rowsey
Investment Policy
The Fund seeks long-term capital appreciation. Under normal circumstances, the Fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of small-cap companies.
Top Holdings
| Company | Symbol | % of total net assets |
|---|---|---|
| Brigham Minerals Inc ORD | n/a | 2.03 |
| Monro Inc. | MNRO | 2.04 |
| CONMED Corp. | CNMD | 2.05 |
| Central Garden & Pet Co. Cl A | CENTA | 2.06 |
| Seacoast Banking Corp. of Florida | SBCF | 2.07 |
| Columbia Banking System Inc. | COLB | 2.08 |
| Altra Industrial Motion Corp. | AIMC | 2.09 |
| Four Corners Property Trust Inc. | FCPT | 2.09 |
| Moog Inc. Cl A | MOG.A | 2.1 |
| Masonite International Corp. | DOOR | 2.1 |
| Century Communities Inc. | CCS | 2.11 |
| Corporate Office Properties Trust | OFC | 2.11 |
| Stepan Co. | SCL | 2.12 |
| Sandy Spring Bancorp Inc. | SASR | 2.13 |
| Patterson Cos. Inc. | PDCO | 2.14 |
| NorthWestern Corp. | NWE | 2.15 |
| Atlantic Union Bankshares Corp. | AUB | 2.15 |
| Federal Signal Corp. | FSS | 2.2 |
| Rambus Inc. | RMBS | 2.25 |
| Northern Oil & Gas Inc. | NOG | 2.25 |
| Renasant Corp. | RNST | 2.25 |
| J&J Snack Foods Corp. | JJSF | 2.26 |
| Comfort Systems USA Inc. | FIX | 2.32 |
| Merit Medical Systems Inc. | MMSI | 2.32 |
| Chord Energy Corp. | CHRD | 2.39 |
Other News on WHGSX
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