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Westwood Quality Value Fund - Institutional Shares: (MF: WHGLX)

(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET

$14.20 USD

-0.08 (-0.56%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for WHGLX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

Fund Description

NA

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Westwood Quality Value I WHGLX NA NA 0.00 0.00 0.50 0.64

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Westwood LargeCap Value Fund A WWLAX 14.09 12/31/2007 0.00 11.65 5.78 8.59
Westwood LargeCap Value Fund I WHGLX 14.20 6/28/2006 0.00 11.81 6.00 8.85

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Westwood Quality Value I WHGLX 100000 0 0 A

Contact Information

Family Westwood
Address PO Box 219009
Kansas City, MO 64121-9009
Phone 877 386-3944