Westwood Smallcap is trading at 19.13 as of the 22nd of March 2025; that is 0.78 percent down since the beginning of the trading day. The fund's open price was 19.28. Westwood Smallcap 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 22nd of December 2024 and ending today, the 22nd 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 Smallcap Value
Westwood Smallcap Value [WHGSX] is traded in USA and was established 22nd of March 2025. Westwood Smallcap 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 1.04 B in net assets with minimum initial investment of 100 K. Westwood Smallcap Value is currently producing year-to-date (YTD) return of 1.38% with the current yeild of 0.01%, while the total return for the last 3 years was 3.82%.
Check Westwood Smallcap 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 Smallcap 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 Smallcap Value Mutual Fund Constituents
Other Information on Investing in Westwood Mutual Fund
Westwood Smallcap 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 Smallcap security.