Westwood Quality Smallcap FundWHGSX
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$909.4M
Expense ratio
0.92%
1-year return
+27.8%
3 years, a year
+11.2%
5 years, a year
—
Holdings
68
What it aims to do.
The investment objective of the Westwood Quality SmallCap Fund (the Fund or SmallCap Fund) is to seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| VECO Veeco Instruments Inc | 2.23% |
| SXI Standex International Corp | 2.17% |
| UE Urban Edge Properties | 2.10% |
| SXT Sensient Technologies Corp | 2.10% |
| MYRG Myr Group Inc | 2.09% |
| KNF Knife River Corp | 2.07% |
| HAYW Hayward Holdings Inc | 2.06% |
| NIC Nicolet Bankshares Inc | 2.05% |
| ATMU Atmus Filtration Technologies Inc | 2.05% |
| MDU Mdu Resources Group Inc | 2.05% |
More on WHGSX.
- WHGSX overview
- WHGSX holdings
- WHGSX risk
- WHGSX costs
- WHGSX money in and out
- WHGSX share classes
- Compare WHGSX 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.