WHGCX Mutual Fund
WHGCX Mutual Fund
Westwood Quality SmallCap Fund Class C

WHGCX Mutual Fund Overview
WHGCX Mutual Fund (Westwood Quality SmallCap Fund Class C) is managed by Westwood Funds with $5.2M in net assets. WHGCX expense ratio is 1.79%, holding 65 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2019-09-03.
WHGCX performance shows a YTD return of 16.33%. The 1-year return is 19.13% and the 5-year return is 4.83%. WHGCX dividend yield stands at 4.62%, paid annually.
WHGCX 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 WHGCX holdings, sector breakdown, or dividend history.
WHGCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WHGCX alternatives are available via the screener, along with tax-loss harvesting opportunities.