Westwood Smidcap Fund Quote

WHGMX Fund  USD 17.41  0.01  0.06%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Westwood Smidcap is trading at 17.41 as of the 29th of November 2024; that is 0.06 percent down since the beginning of the trading day. The fund's open price was 17.42. Westwood Smidcap 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 Smidcap Fund 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 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. Westwood Smidcap is traded on NASDAQ Exchange in the United States. More on Westwood Smidcap Fund

Moving together with Westwood Mutual Fund

  0.93VSMAX Vanguard Small CapPairCorr
  0.79VSCIX Vanguard Small CapPairCorr
  0.93VSCPX Vanguard Small CapPairCorr
  0.99NAESX Vanguard Small CapPairCorr
  0.98FSSNX Fidelity Small CapPairCorr
  0.98DFSTX Us Small CapPairCorr

Westwood Mutual Fund Highlights

Fund ConcentrationSmall Blend, Westwood (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2021
Fiscal Year EndOctober
Westwood Smidcap Fund [WHGMX] is traded in USA and was established 29th of November 2024. 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 20.52% with the current yeild of 0.01%, while the total return for the last 3 years was 8.09%.
Check Westwood Smidcap Probability Of Bankruptcy

Instrument Allocation

Top Westwood Smidcap Fund Mutual Fund Constituents

IDAIDACORPStockUtilities
CABOCable OneStockCommunication Services
MSGEMadison Square GardenStockCommunication Services
BOKFBOK FinancialStockFinancials
PKIPerkinElmerStockHealth Care
JJSFJ J SnackStockConsumer Staples
HUBBHubbellStockIndustrials
HLIHoulihan LokeyStockFinancials
More Details

Westwood Smidcap Risk Profiles

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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