Westwood Quality Smidcap FundWWSMX

MUTUAL FUNDWestwood
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$106.6M
Expense ratio
0.68%
1-year return
+31.9%
3 years, a year
+16.0%
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 Inc2.91%
CFR Cullen/Frost Bankers Inc2.57%
SSB Southstate Bank Corp2.51%
IDA Idacorp Inc2.50%
SXT Sensient Technologies Corp2.34%
Marex Group Plc2.20%
MOD Modine Manufacturing Company2.13%
GBCI Glacier Bancorp Inc2.11%
LSCC Lattice Semiconductor Corp2.04%
EGP Eastgroup Properties Inc2.04%

More on WWSMX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.