Westwood Largecap Value Fund Quote

WHGLX Fund  USD 13.89  0.09  0.64%   

Performance

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Odds Of Distress

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Westwood Largecap is trading at 13.89 as of the 27th of February 2025; that is 0.64 percent down since the beginning of the trading day. The fund's open price was 13.98. Westwood Largecap 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 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of large capitalization companies. It generally invests in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts . More on Westwood Largecap Value

Moving together with Westwood Mutual Fund

  0.8WSDAX Westwood Short DurationPairCorr
  0.78WWACX Westwood AlternativePairCorr
  0.68WWICX Westwood Income OppoPairCorr
  0.64WWIAX Westwood Income OppoPairCorr

Westwood Mutual Fund Highlights

Fund ConcentrationWestwood Funds, Large Value Funds, Large Value, Westwood, Large Value, Large Value (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of March 2021
Fiscal Year EndOctober
Westwood Largecap Value [WHGLX] is traded in USA and was established 27th of February 2025. Westwood Largecap is listed under Westwood category by Fama And French industry classification. The fund is listed under Large Value category and is part of Westwood family. This fund at this time has accumulated 194.97 M in net assets with minimum initial investment of 100 K. Westwood Largecap Value is currently producing year-to-date (YTD) return of 3.19% with the current yeild of 0.01%, while the total return for the last 3 years was 6.78%.
Check Westwood Largecap 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 Largecap Value 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 Largecap Value Mutual Fund Constituents

WMTWalmartStockConsumer Staples
MIDDMiddleby CorpStockIndustrials
AJGArthur J GallagherStockFinancials
VVisa Class AStockFinancials
BAThe BoeingStockIndustrials
GISGeneral MillsStockConsumer Staples
CVXChevron CorpStockEnergy
BAHBooz Allen HamiltonStockInformation Technology
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Westwood Largecap Value Risk Profiles

Westwood Largecap Against Markets

Other Information on Investing in Westwood Mutual Fund

Westwood Largecap 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 Largecap security.
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