Westwood Quality Smidcap FundWHGMX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$106.6M
Expense ratio
0.85%
1-year return
+31.6%
3 years, a year
+15.8%
5 years, a year
—
Holdings
61
What it aims to do.
The investment objective of the Westwood Quality SMidCap Fund (the Fund or SMidCap Fund) is to seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First American Funds Inc | 2.91% |
| CFR Cullen/Frost Bankers Inc | 2.57% |
| SSB Southstate Bank Corp | 2.51% |
| IDA Idacorp Inc | 2.50% |
| SXT Sensient Technologies Corp | 2.34% |
| Marex Group Plc | 2.20% |
| MOD Modine Manufacturing Company | 2.13% |
| GBCI Glacier Bancorp Inc | 2.11% |
| LSCC Lattice Semiconductor Corp | 2.04% |
| EGP Eastgroup Properties Inc | 2.04% |
More on WHGMX.
- WHGMX overview
- WHGMX holdings
- WHGMX risk
- WHGMX costs
- WHGMX money in and out
- WHGMX share classes
- Compare WHGMX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.