Morningstar

Westwood Quality SMidCap Fund Inst WHGMX

Morningstar Medalist Rating
Medalist Rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 16.11  /  −0.06 %
  • Total Assets 163.0 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.85%
  • Turnover 87%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:28 PM GMT+0

Morningstar’s Analysis WHGMX

Will WHGMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WHGMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WHGMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WHGMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Westwood Quality SMidCap Fund Inst's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WHGMX

More WHGMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Littelfuse Inc

2.78 4.2 Mil
Technology

Rambus Inc

2.68 4.1 Mil
Technology

Summit Materials Inc Class A

2.63 4.0 Mil
Basic Materials

Northern Oil & Gas Inc

2.51 3.8 Mil
Energy

Chord Energy Corp Ordinary Shares - New

2.48 3.8 Mil
Energy

Hubbell Inc

2.23 3.4 Mil
Industrials

Piper Sandler Cos

2.17 3.3 Mil
Financial Services

DigitalBridge Group Inc Class A

2.15 3.3 Mil
Real Estate

Domino's Pizza Inc

2.10 3.2 Mil
Consumer Cyclical

COPT Defense Properties

2.07 3.2 Mil
Real Estate

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