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Westwood Quality Value Fund Institutional Class (WHGLX)

US Funds

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13.87 +0.12 +0.87%

24/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 207.94M

Type: Fund

Market: United States

Issuer: Westwood

Asset Class: Equity

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WHGLX Overview

Find basic information about the Westwood Quality Value Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WHGLX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US0075W07347)

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Rating

1-Year Change4.76%

Prev. Close13.75

Risk Rating

TTM Yield1.52%

ROE24.48%

IssuerWestwood

Turnover22%

ROA9.59%

Inception Date38896

Total Assets207.94M

Expenses0.62%

Min. Investment100,000

Market Cap140.96B

CategoryLarge Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1125	1059	1223	1265	1552	2473
Fund Return	12.52%	5.89%	22.35%	8.16%	9.19%	9.48%
Place in category	1022	1044	1011	860	869	323
% in Category	87	88	87	79	84	45

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood SmallCap Value Institution	448.43M	14.25	7.67	8.91
Westwood Income Opportunity Instl	373.6M	12.70	3.35	5.24
Westwood SMidCap Institutional	75.22M	11.78	7.46	7.99
Westwood Income Opportunity A	44.14M	12.49	3.15	4.99

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	70.82B	22.10	11.98	11.55
Vanguard Equity-Income Adm	55.74B	20.82	11.53	10.54
Vanguard Windsor II Admiral	51B	19.09	9.58	10.82
American Funds American Mutual A	41.02B	20.22	10.11	9.79
Vanguard Value Index Adm	39.97B	23.79	12.28	10.75

Top Holdings

Name	ISIN	Weight %	Last	Change %
UnitedHealth	US91324P1021	3.44	506.10	-0.05%
JPMorgan	US46625H1005	3.44	242.31	+1.64%
J&J	US4781601046	3.40	145.85	+0.40%
Microsoft	US5949181045	3.25	439.33	+0.94%
Abbott Labs	US0028241000	3.01	114.76	+0.39%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Sell	Buy
Technical Indicators	Strong Sell	Sell	Strong Buy
Summary	Strong Sell	Sell	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westwood LargeCap.	13.87	+0.12	+0.87%