Westwood Smidcap Fund Quote
| WHGMX Fund | USD 15.32 0.12 0.78% |
PerformanceVery Weak
| Odds Of DistressLow
|
Westwood Smidcap is trading at 15.32 as of the 21st of March 2025; that is 0.78 percent down since the beginning of the trading day. The fund's open price was 15.44. Westwood Smidcap 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small- and mid-cap companies. The fund managers consider small- and mid-cap companies to be those companies within the market capitalization range of the Russell 2500 Index at the time of initial purchase. More on Westwood Smidcap Fund
Moving together with Westwood Mutual Fund
| 0.73 | WWLAX | Westwood Largecap Value | PairCorr |
| 0.97 | WWMCX | Ultimus Managers Trust | PairCorr |
| 1.0 | WWSMX | Westwood Quality Smidcap | PairCorr |
Moving against Westwood Mutual Fund
Westwood Mutual Fund Highlights
| Fund Concentration | Westwood Funds, Large Funds, Small Blend Funds, Small Blend, Westwood (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2021 |
| Fiscal Year End | October |
Westwood Smidcap Fund [WHGMX] is traded in USA and was established 21st of March 2025. Westwood Smidcap 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 325.67 M in net assets with minimum initial investment of 100 K. Westwood Smidcap is currently producing year-to-date (YTD) return of 0.13% with the current yeild of 0.01%, while the total return for the last 3 years was 6.22%.
Check Westwood Smidcap 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 Smidcap Fund 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 Smidcap Fund Mutual Fund Constituents
| IDA | IDACORP | Stock | Utilities | |
| MKSI | MKS Instruments | Stock | Information Technology | |
| BOKF | BOK Financial | Stock | Financials | |
| HCSG | Healthcare Services Group | Stock | Industrials | |
| TFX | Teleflex Incorporated | Stock | Health Care | |
| FHB | First Hawaiian | Stock | Financials | |
| SABR | Sabre Corpo | Stock | Industrials | |
| COLD | Americold Realty Trust | Stock | Real Estate |
Westwood Smidcap Risk Profiles
| Mean Deviation | 0.8149 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 | |||
| Risk Adjusted Performance | (0.11) |
Westwood Smidcap Against Markets
Other Information on Investing in Westwood Mutual Fund
Westwood Smidcap 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 Smidcap security.
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| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |