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WHGSX
Westwood Quality SmallCap Fund - Institutional Shares

WHGSX Mutual Fund Price & Analysis

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts, royalty trusts, and master limited partnerships.

WHGSX Mutual Fund Chart & Stats

WHGSX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Verra Mobility
2.23%
Txnm Energy, Inc.
2.16%
Conmed Corporation
2.16%
Potlatchdeltic
2.08%
Merit Medical
2.07%
GMS Inc
2.07%
Alamo Group Inc.
2.06%
Piper Sandler Companies
2.06%
Century Communities, Inc
2.06%
Baldwin Insurance Group, Inc.
2.05%
Total21.02%

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