Westwood Quality Smallcap Fund Quote

WHGAX Fund  USD 19.07  0.16  0.83%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Westwood Quality is trading at 19.07 as of the 23rd of March 2025; that is 0.83 percent down since the beginning of the trading day. The fund's open price was 19.23. Westwood Quality has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. Westwood Smallcap is traded on NASDAQ Exchange in the United States. More on Westwood Quality Smallcap

Moving together with Westwood Mutual Fund

  0.98VSMAX Vanguard Small CapPairCorr
  0.78VSCIX Vanguard Small CapPairCorr
  0.98VSCPX Vanguard Small CapPairCorr
  0.98NAESX Vanguard Small CapPairCorr
  0.98FSSNX Fidelity Small CapPairCorr
  0.99DFSTX Us Small CapPairCorr

Westwood Mutual Fund Highlights

Fund ConcentrationSmall Blend, Westwood, Large, Small Blend (View all Sectors)
Update Date31st of March 2025
Westwood Quality Smallcap [WHGAX] is traded in USA and was established 23rd of March 2025. The fund is listed under Small Blend category and is part of Westwood family. This fund at this time has accumulated 320.79 M in net assets with no minimum investment requirementsWestwood Quality Smallcap is currently producing year-to-date (YTD) return of 0.3% with the current yeild of 0.01%, while the total return for the last 3 years was 2.76%.
Check Westwood Quality Probability Of Bankruptcy

Instrument Allocation

Top Westwood Quality Smallcap Mutual Fund Constituents

SSBSouthStateStockFinancials
SEOXXSei Daily IncomeMoney Market FundUS Money Market Fund
PCHPotlatchDeltic CorpStockReal Estate
LSCCLattice SemiconductorStockInformation Technology
AVAAvistaStockUtilities
CNMDCONMEDStockHealth Care
CENTACentral Garden PetStockConsumer Staples
RPAYRepay Holdings CorpStockIndustrials
More Details

Westwood Quality Smallcap Risk Profiles

Westwood Quality Against Markets

Other Information on Investing in Westwood Mutual Fund

Westwood Quality 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 Quality security.
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas