Westwood Short Duration Fund Quote
| WHGHX Fund | USD 9.92 0.02 0.20% |
PerformanceModest
| Odds Of DistressLow
|
Westwood Short is trading at 9.92 as of the 22nd of March 2025; that is 0.2 percent down since the beginning of the trading day. The fund's open price was 9.94. Westwood Short has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund has flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Under normal circumstances, it invests at least 80 percent of its net assets in securities of U.S. More on Westwood Short Duration
Moving together with Westwood Mutual Fund
Westwood Mutual Fund Highlights
| Fund Concentration | Westwood Funds, Large Value Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, Westwood (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2021 |
| Fiscal Year End | October |
Westwood Short Duration [WHGHX] is traded in USA and was established 22nd of March 2025. Westwood Short is listed under Westwood category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Westwood family. This fund at this time has accumulated 95.54 M in net assets with no minimum investment requirementsWestwood Short Duration is currently producing year-to-date (YTD) return of 0.65% with the current yeild of 0.06%, while the total return for the last 3 years was 5.26%.
Check Westwood Short 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 Short Duration 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 Short Duration Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| NVDA | NVIDIA | Stock | Information Technology | |
| SEOXX | Sei Daily Income | Money Market Fund | US Money Market Fund | |
| TFC | Truist Financial Corp | Stock | Financials |
Westwood Short Duration Risk Profiles
| Mean Deviation | 0.2513 | |||
| Standard Deviation | 0.3424 | |||
| Variance | 0.1172 | |||
| Risk Adjusted Performance | (0.02) |
Westwood Short Against Markets
Other Information on Investing in Westwood Mutual Fund
Westwood Short 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 Short security.
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| Volatility Analysis Get historical volatility and risk analysis based on latest market data |