Westwood Quality SmallCap Fund Institutional Class (WHGSX)
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts, royalty trusts, and master limited partnerships.
$1.27B
Apr 03, 2007
14.30
$1.57
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Similar stocks (3)
Diamond Hill Large Cap Fund
DHLRX
Westwood Income Opportunity Fund Institutional Class
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Invesco DWA Healthcare Momentum ETF
PTH