Westwood Quality Value FundWWLCX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$179.4M
Expense ratio
—
1-year return
+11.0%
3 years, a year
+4.7%
5 years, a year
—
Holdings
52
What it aims to do.
The investment objective of the Westwood Quality Value Fund (the Fund or Value Fund) is to seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AMZN Amazon.Com Inc | 3.71% |
| TXN Texas Instruments Inc | 2.92% |
| GOOGL Alphabet Inc | 2.89% |
| Q Qnity Electronics Inc | 2.84% |
| NEE Nextera Energy Inc | 2.66% |
| CSX Csx Corp | 2.55% |
| ETR Entergy Corp | 2.52% |
| RBA Rb Global Inc | 2.51% |
| BRK-B Berkshire Hathaway Inc | 2.34% |
| TMO Thermo Fisher Scientific Inc | 2.32% |
More on WWLCX.
- WWLCX overview
- WWLCX holdings
- WWLCX risk
- WWLCX costs
- WWLCX money in and out
- WWLCX share classes
- Compare WWLCX with other funds
Returns after fees, from the fund's SEC filings up to Jan 2025. Past returns are not a promise. Not financial advice.