WHGLX Mutual Fund
WHGLX Mutual Fund
Westwood Quality Value Fund Institutional Class
WHGLX Mutual Fund Overview
WHGLX Mutual Fund (Westwood Quality Value Fund Institutional Class) is managed by Westwood Funds with $74.3M in net assets. WHGLX expense ratio is 0.63%, holding 52 positions across sectors including Unknown, Information Technology, Materials. Inception date: 2006-06-28.
WHGLX performance shows a YTD return of 6.06%. The 1-year return is 9.43% and the 5-year return is 7.19%. WHGLX dividend yield stands at 20.59%, paid annually.
WHGLX top holdings include Amazon.Com Inc (3.7%), Texas Instruments Incorporated (2.9%), Berkshire Hathaway, Inc. (2.3%), Apple Inc (2.0%), Microsoft Corp 4.100 Feb 06 37 (2.0%). View all WHGLX holdings, sector breakdown, or dividend history.
WHGLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WHGLX alternatives are available via the screener, along with tax-loss harvesting opportunities.