WHGQX Mutual Fund (Westwood Quality Value Fund Class Ultra Shares) is managed by Westwood Funds with $37,278 in net assets. WHGQX expense ratio is 0.55%, holding 52 positions across sectors including Unknown, Information Technology, Materials. Inception date: 2022-11-30.

WHGQX performance shows a YTD return of 9.25%. The 1-year return is 9.83%. WHGQX dividend yield stands at 20.77%, paid annually.

WHGQX top holdings include Amazon.Com Inc (3.7%), Texas Instrument Inc (2.9%), Berkshire Hathaway, Inc. (2.3%), Apple, Inc (2.0%), Microsoft Corp 4.100 Feb 06 37 (2.0%). View all WHGQX holdings, sector breakdown, or dividend history.

WHGQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WHGQX alternatives are available via the screener, along with tax-loss harvesting opportunities.