WHGLX Mutual Fund
WHGLX Mutual Fund
WHGLX Mutual Fund
Westwood Quality Value Fund Institutional Class
WHGLX Mutual Fund Overview
WHGLX Mutual Fund (Westwood Quality Value Fund Institutional Class) is managed by Westwood Funds with $74.5M in net assets. WHGLX expense ratio is 0.63%, holding 60 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2006-06-28.
WHGLX performance shows a YTD return of 8.54%. The 1-year return is 9.07% and the 5-year return is 7.45%. WHGLX dividend yield stands at 1.23%.
WHGLX top holdings include Amazon.Com Inc (5.7%), Apple, Inc (5.1%), Microsoft Corp (4.7%), Alphabet Inc (2.9%), Thermo Fisherscientific Inc. (2.8%). Go to all WHGLX holdings, WHGLX sectors, or WHGLX dividends.
WHGLX can be compared against other funds. Use WHGLX overlap to find shared positions, or WHGLX vs another fund for a side-by-side view. WHGLX alternatives are available via the screener, along with tax-loss harvesting opportunities.