C
Westwood Quality Value Fund A Class WWLAX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
3
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
B
Bank of America Corp
BAC - NYSE
B
Abbott Laboratories
ABT - NYSE
C
Johnson & Johnson
JNJ - NYSE
B
JPMorgan Chase & Co
JPM - NYSE
B
Microsoft Corp
MSFT - NASDAQ
Performance
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Beta
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Forward Dividend Yield
Price
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1-Month High
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52-Week High
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NAV
1-Month Low
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52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Westwood
Manager/Tenure
(Years)
Matthew R. Lockridge (12), Lauren C. Hill (4), Michael Wall (3), 1 other
Address
The WHG Funds
Kansas City MO -
Country
United States
Phone Number
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Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of large capitalization companies. It generally invests in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts ("ADRs"). The fund invests in approximately 40-60 securities that are well diversified among market sectors.