Westwood Quality SmallCap Fund Institutional Class

Frequently Asked Questions About WHGSX

What are the top holdings of WHGSX?

A machine-readable holdings disclosure for Westwood Quality SmallCap Fund Institutional Class (WHGSX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does WHGSX invest in?

Westwood Quality SmallCap Fund Institutional Class (WHGSX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is WHGSX most exposed to?

WHGSX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is WHGSX a US-only fund?

The country allocation card on this page shows WHGSX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does WHGSX invest in?

This fund aims to generate significant capital growth over an extended period. It commits at least 80% of its overall assets, including any borrowed capital used for investment purposes, to the stock holdings of smaller companies. Management defines these "small-cap" companies as those with a market capitalization aligning with the range of the Russell 2000 Index at the moment of initial purchase. While its equity investments primarily consist of common stocks, the fund also has the discretion to allocate capital to other equity-related instruments like exchange-traded funds (ETFs), real estate investment trusts (REITs), royalty trusts, and master limited partnerships (MLPs).