WWSMX Mutual Fund

WWSMX Mutual Fund (Westwood Quality SMidCap Fund Ultra Share Class) is managed by Westwood Funds with $28.1M in net assets. WWSMX expense ratio is 0.68%, holding 69 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2020-07-31.

WWSMX performance shows a YTD return of 5.76%. The 1-year return is 7.27% and the 5-year return is 8.24%. WWSMX dividend yield stands at 0.57%.

WWSMX 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 WWSMX holdings, WWSMX sectors, or WWSMX dividends.

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