Westwood Smidcap Mutual Fund Money Managers

WHGMX Fund  USD 15.13  0.34  2.30%   
Break down of Westwood Smidcap's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Westwood Smidcap's future under-performance.
  
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Symbol  WHGMX
Name  Westwood Smidcap Fund
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Westwood Smidcap Fund Leadership is currently not available.

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Westwood Smidcap Net Asset Comparison

Westwood Smidcap Fund is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 13.3 Billion. Westwood Smidcap holds roughly 325.67 Million in net asset claiming about 2.45% of funds listed under Small Blend category.

Westwood Smidcap Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Westwood Smidcap Price Series Summation is a cross summation of Westwood Smidcap price series and its benchmark/peer.

About Westwood Smidcap Management Performance

The success or failure of an entity such as Westwood Smidcap often depends on how effective the management is. Westwood Smidcap management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Westwood management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Westwood management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small- and mid-cap companies. The fund managers consider small- and mid-cap companies to be those companies within the market capitalization range of the Russell 2500 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of ETFs, REITs, and master limited partnerships .
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Westwood Mutual Fund

Westwood Smidcap financial ratios help investors to determine whether Westwood Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Westwood with respect to the benefits of owning Westwood Smidcap security.
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