WWSYX Mutual Fund

WWSYX Mutual Fund (Westwood Quality SmallCap Fund) is managed by Westwood Funds with $403.7M in net assets. WWSYX expense ratio is 0.79%, holding 76 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2020-03-31.

WWSYX performance shows a YTD return of 12.46%. The 1-year return is 7.04% and the 5-year return is 4.13%. WWSYX dividend yield stands at 5.56%, paid annually.

WWSYX top holdings include Merit Medical Systems Inc (2.2%), Seacoast Banking Corp Of Florida (2.2%), Fb Financial Corp (2.1%), Nicolet Bankshares Inc Common Stock (2.1%), Bel Fuse Inc Class B (2.1%). Go to all WWSYX holdings, WWSYX sectors, or WWSYX dividends.

WWSYX can be compared against other funds. Use WWSYX overlap to find shared positions, or WWSYX vs another fund for a side-by-side view. WWSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.