WHGSX Mutual Fund (Westwood Quality SmallCap Fund Institutional Class) is managed by Westwood Funds with $348.0M in net assets. WHGSX expense ratio is 0.92%, holding 65 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2007-04-02.

WHGSX performance shows a YTD return of 17.96%. The 1-year return is 20.20% and the 5-year return is 6.05%. WHGSX dividend yield stands at 5.18%, paid annually.

WHGSX top holdings include Northern Oil And Gas Inc (2.2%), Corporate Office Properties Trust (2.1%), Simmons First National Corp., Class A (2.1%), Four Corners Property Trust Inc (2.1%), Avista Corp (2.1%). View all WHGSX holdings, sector breakdown, or dividend history.

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