Westwood Quality Smallcap Fund Quote

WHGCX Fund  USD 18.78  0.15  0.79%   

Performance

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Odds Of Distress

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Westwood Quality is trading at 18.78 as of the 23rd of March 2025; that is 0.79 percent down since the beginning of the trading day. The fund's open price was 18.93. 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 [WHGCX] 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 0.2% with the current yeild of 0.0%, while the total return for the last 3 years was 1.98%.
Check Westwood Quality Probability Of Bankruptcy

Instrument Allocation

Top Westwood Quality Smallcap Mutual Fund Constituents

SCLStepan CompanyStockMaterials
RPAYRepay Holdings CorpStockIndustrials
JJSFJ J SnackStockConsumer Staples
AVNTAvient CorpStockMaterials
HTHHilltop HoldingsStockFinancials
RNSTRenasantStockFinancials
CENTACentral Garden PetStockConsumer Staples
FIXComfort Systems USAStockIndustrials
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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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