WHGAX Mutual Fund

WHGAX Mutual Fund (Westwood Quality SmallCap Fund Institutional Class) is managed by Westwood Funds with $2.4M in net assets. WHGAX expense ratio is 1.04%, holding 76 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2019-09-03.

WHGAX performance shows a YTD return of 4.73%. The 1-year return is 2.97% and the 5-year return is 4.98%. WHGAX dividend yield stands at 0.90%, paid monthly.

WHGAX top holdings include Merit Medical Systems Inc (2.2%), Seacoast Banking Corp Of Florida (2.2%), Fb Financial Corp (2.1%), Nicolet Bankshares Inc Common Stock (2.1%), Bel Fuse Inc Class B (2.1%). Go to all WHGAX holdings, WHGAX sectors, or WHGAX dividends.

WHGAX can be compared against other funds. Use WHGAX overlap to find shared positions, or WHGAX vs another fund for a side-by-side view. WHGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.