Westwood Quality Smallcap Fund Quote

WHGAX Fund  USD 19.63  0.09  0.46%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Westwood Quality is trading at 19.63 as of the 1st of March 2025; that is 0.46 percent down since the beginning of the trading day. The fund's open price was 19.72. 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 1st of December 2024 and ending today, the 1st 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. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000 Index at the time of initial purchase. More on Westwood Quality Smallcap

Moving against Westwood Mutual Fund

  0.66WWACX Westwood AlternativePairCorr
  0.42WMNIX Westwood Market NeutralPairCorr
  0.41WMNUX Westwood Market NeutralPairCorr
  0.41WMNAX Westwood AlternativePairCorr
  0.32WWHCX Westwood High IncomePairCorr

Westwood Mutual Fund Highlights

Fund ConcentrationWestwood Funds, Large Funds, Small Blend Funds, Small Blend, Westwood, Large, Small Blend (View all Sectors)
Update Date31st of December 2024
Westwood Quality Smallcap [WHGAX] is traded in USA and was established 1st of March 2025. Westwood Quality is listed under Westwood category by Fama And French industry classification. 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 3.57%.
Check Westwood Quality Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Westwood Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Westwood Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Westwood Quality Smallcap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Westwood Quality Smallcap Mutual Fund Constituents

COLBColumbia Banking SystemStockFinancials
WWWW InternationalStockConsumer Discretionary
SBCFSeacoast BankingStockFinancials
HTHHilltop HoldingsStockFinancials
CCSCentury CommunitiesStockConsumer Discretionary
MMSIMerit Medical SystemsStockHealth Care
DEAEerly Govt PptyStockReal Estate
SCLStepan CompanyStockMaterials
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.
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