WHGMX Mutual Fund

WHGMX Mutual Fund (Westwood Quality SMidCap Fund Institutional Class) is managed by Westwood Funds with $76.3M in net assets. WHGMX expense ratio is 0.85%, holding 69 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2005-12-19.

WHGMX performance shows a YTD return of 7.71%. The 1-year return is 7.89% and the 5-year return is 7.97%. WHGMX dividend yield stands at 0.41%.

WHGMX top holdings include First American Government Obligations Fund (2.7%), Piper Sandler Companies (2.4%), Glacier Bancorp Inc (2.3%), Idacorp Inc Ida (2.3%), Marex Group Plc (2.2%). Go to all WHGMX holdings, WHGMX sectors, or WHGMX dividends.

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