Westwood Largecap Value Fund Quote
| WHGLX Fund | USD 13.85 0.08 0.58% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Westwood Largecap is trading at 13.85 as of the 18th of January 2025; that is 0.58 percent up since the beginning of the trading day. The fund's open price was 13.77. Westwood Largecap has about a 22 % 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 29th of January 2023 and ending today, the 18th of January 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
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Westwood Mutual Fund Highlights
| Fund Concentration | Westwood Funds, Large Value Funds, Large Value, Westwood, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2021 |
| Fiscal Year End | October |
Westwood Largecap Value [WHGLX] is traded in USA and was established 18th of January 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 0.59% with the current yeild of 0.01%, while the total return for the last 3 years was 3.95%.
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
| UNP | Union Pacific | Stock | Industrials | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| MDT | Medtronic PLC | Stock | Health Care | |
| CVX | Chevron Corp | Stock | Energy | |
| V | Visa Class A | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| EOG | EOG Resources | Stock | Energy | |
| WFC | Wells Fargo | Stock | Financials |
Westwood Largecap Value Risk Profiles
| Mean Deviation | 0.6465 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 | |||
| Risk Adjusted Performance | (0.07) |
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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