WWSMX Mutual Fund (Westwood Quality SMidCap Fund Ultra Share Class) is managed by Westwood Funds with $31.8M in net assets. WWSMX expense ratio is 0.68%, holding 63 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2020-07-31.

WWSMX performance shows a YTD return of 14.67%. The 1-year return is 26.60% and the 5-year return is 9.58%. WWSMX dividend yield stands at 4.55%, paid annually.

WWSMX top holdings include First American Government Obligations Fund (3.2%), Southstate Bank Corporation (2.7%), Idacorp Inc (2.5%), Cullen/Frost Bankers, Inc. (2.5%), Modine Manufacturing Company (2.5%). View all WWSMX holdings, sector breakdown, or dividend history.

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