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Westwood Quality Value Fund Institutional Class (WHGLX)

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14.00 +0.10    +0.72%
07/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 178.95M
Type:  Fund
Market:  United States
Issuer:  Westwood
Asset Class:  Equity
Westwood LargeCap Value Institutional 14.00 +0.10 +0.72%

WHGLX Overview

 
Find basic information about the Westwood Quality Value Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WHGLX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 7.89%
Prev. Close13.9
Risk Rating
TTM Yield1.35%
ROE24.48%
IssuerWestwood
Turnover22%
ROA9.59%
Inception Date38896
Total Assets178.95M
Expenses0.62%
Min. Investment100,000
Market Cap140.96B
CategoryLarge Value
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Performance

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1106 983 1106 1136 1445 2309
Fund Return 10.55% -1.75% 10.55% 4.34% 7.63% 8.73%
Place in category 985 589 985 889 847 375
% in Category 85 51 85 81 83 49

Top Equity Funds by Westwood

  Name Rating Total Assets YTD% 3Y% 10Y%
  Westwood Income Opportunity Instl 370.19M 9.56 10.66 6.04
  Westwood SmallCap Value Institution 353.44M -2.52 6.18 7.59
  Westwood SMidCap Institutional 68.78M 10.42 5.24 7.41
  Westwood Income Opportunity A 46.09M 2.34 2.73 5.11

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Washington Mutual A 93.93B 14.61 21.44 13.70
  Dodge & Cox Stock 68.4B 10.20 14.55 12.09
  Vanguard Equity-Income Adm 55.91B 13.00 12.97 11.21
  Vanguard Windsor II Admiral 50.69B 14.51 16.95 11.99
  American Funds Washington Mutual R6 45.43B 15.15 18.30 13.14

Top Holdings

Name ISIN Weight % Last Change %
  UnitedHealth US91324P1021 3.44 324.21 +0.82%
  JPMorgan US46625H1005 3.44 314.21 +0.25%
  J&J US4781601046 3.40 186.57 -0.21%
  Microsoft US5949181045 3.25 496.82 -0.06%
  Abbott Labs US0028241000 3.01 126.36 +1.13%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Strong Sell BUY BUY
Summary Strong Sell Neutral Buy
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