Westwood Smallcap Value Fund Quote

WHGSX Fund  USD 20.41  0.08  0.39%   

Performance

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Odds Of Distress

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Low
Westwood Smallcap is trading at 20.41 as of the 23rd of July 2025; that is 0.39 percent down since the beginning of the trading day. The fund's open price was 20.49. Westwood Smallcap has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. Westwood Smallcap is traded on NASDAQ Exchange in the United States. More on Westwood Smallcap Value

WESTWOOD Mutual Fund Highlights

Fund ConcentrationWestwood Funds, Large Funds, Small Blend Funds, Small Blend, Westwood, Large, Small Blend (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of March 2021
Fiscal Year EndOctober
Westwood Smallcap Value [WHGSX] is traded in USA and was established 23rd of July 2025. Westwood Smallcap is listed under Westwood category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Westwood family. This fund at this time has accumulated 1.04 B in net assets with minimum initial investment of 100 K. Westwood Smallcap Value is currently producing year-to-date (YTD) return of 1.19% with the current yeild of 0.01%, while the total return for the last 3 years was 10.06%.
Check Westwood Smallcap Probability Of Bankruptcy

Instrument Allocation

Top Westwood Smallcap Value Mutual Fund Constituents

AINAlbany InternationalStockIndustrials
IBPInstalled Building ProductsStockConsumer Discretionary
NOVTNovantaStockInformation Technology
STAGSTAG IndustrialStockReal Estate
FSSFederal SignalStockIndustrials
AVAAvistaStockUtilities
CENTACentral Garden PetStockConsumer Staples
SSBSouthStateStockFinancials
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Westwood Smallcap Top Holders

MHELXMh Elite SmallMutual FundAllocation--85%+ Equity
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Westwood Smallcap Value Risk Profiles

Westwood Smallcap Against Markets

Other Information on Investing in WESTWOOD Mutual Fund

Westwood Smallcap financial ratios help investors to determine whether WESTWOOD Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in WESTWOOD with respect to the benefits of owning Westwood Smallcap security.
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