Westwood Quality Midcap Fund Institutional Shares
WWMCX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
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
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Westwood
Manager/Tenure
(Years)
(Years)
Lauren C. Hill (3), William Woodson “Trip” Rodgers (3), Matthew Na (2)
Website
Address
The WHG Funds
Kansas City MO -
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 equity securities of mid-cap companies. The fund adviser considers mid-cap companies to be those companies within the market capitalization range of the Russell Midcap® Index at the time of initial purchase. Under normal conditions, the fund invests in approximately 50-80 securities that are well-diversified among market sectors.