Westwood Short Duration Fund Quote

WHGHX Fund  USD 10.13  0.03  0.30%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Westwood Short is trading at 10.13 as of the 29th of November 2024; that is 0.3 percent down since the beginning of the trading day. The fund's open price was 10.16. Westwood Short has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Westwood Short Duration are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of August 2024 and ending today, the 29th of November 2024. 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. Westwood Short is traded on NASDAQ Exchange in the United States.. More on Westwood Short Duration

Westwood Mutual Fund Highlights

Fund ConcentrationAllocation--15% to 30% Equity, Westwood (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2021
Fiscal Year EndOctober
Westwood Short Duration [WHGHX] is traded in USA and was established 29th of November 2024. 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 10.61% with the current yeild of 0.06%, while the total return for the last 3 years was 3.53%.
Check Westwood Short Probability Of Bankruptcy

Instrument Allocation

Top Westwood Short Duration Mutual Fund Constituents

AAPLApple IncStockInformation Technology
BMYBristol Myers SquibbStockHealth Care
NVDANVIDIAStockInformation Technology
SEOXXSei Daily IncomeMoney Market FundUS Money Market Fund
TFCTruist Financial CorpStockFinancials
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Westwood Short Duration Risk Profiles

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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