WHG SMidCap Inst
WHG Funds P.O. Box 219009 Kansas City, MO, 64121-9009
Map
Phone: 877-3863-944
| Category: | Mid-Cap Blend | | Fund Family: | Westwood | | Net Assets: | 77.41M | | Year-to-Date Return: | -25.20% | | Yield: | 1.78% | | Morningstar Rating: | N/A | | Fund Inception Date: | 19-Dec-05 |
|
Susan M. Byrne
Lead Manager since
19-Dec-05 | | | Byrne has served as chairman and chief investment officer since founding Westwood in 1983. She participates in the investment decision process during the portfolio team meetings in which the teamdecides the stock selection and weights for the model portfolio. She has authority to direct trading activity for the fund. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities of small- and mid-cap companies with market capitalization between $500 million and $10 billion. The equity securities in which the fund will invest will be primarily common stocks, but may also include shares of ETFs. It generally invests in securities of domestic companies, but may also invest in foreign securities and ADRs. The fund invests in approximately 40-60 securities. |
| Last Dividend
(28-Dec-07):
| 0.17 | | Last Cap Gain
(13-Dec-07):
| 0.34 | | Annual Holdings Turnover
| 63.00% | | Average for Category:
| 91.13% |
|
| Expense | WHGMX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$425 | $654 | | 5 Yr Expense Projection*: |
$744 | $1,012 | | 10 Yr Expense Projection*: |
$1,647 | $1,941 |
|
|
2.63% Nasdaq 0.00%
Profile
