Morningstar

Westwood Quality Value Fund Institutional Class WHGLX

Morningstar Medalist Rating
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Medalist Rating as of See Westwood Investment Hub
  • NAV / 1-Day Return $13.03  /  −0.08 %
  • Fund Size $76.1M
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.630%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 1.04%
  • Turnover Ratio 77%
NAV and 1-Day Return as of

Morningstar’s Analysis WHGLX

Will WHGLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WHGLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WHGLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WHGLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Westwood Quality Value Fund Inst holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings WHGLX

More WHGLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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