WHG SmallCap Value Instl
WHG Funds P.O. Box 219009 Kansas City, MO, 64121-9009
Map
Phone: 877-3863-944
| Category: | Small Blend | | Fund Family: | Westwood | | Net Assets: | 17.27M | | Year-to-Date Return: | -26.85% | | Yield: | 0.75% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Apr-07 |
|
Lisa Dong
Lead Manager since
08-Sep-06 | | | Dong is a vice President and research analyst of Westwood. She has more than 9 years of investment experience. Dong holds the Chartered Financial Analyst designation. |
| 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 invests at least 80% of net assets plus borrowings for investment purposes, in equity securities of small-cap companies with market capitalizations between $100 million and $2 billion at the time of purchase. It invests in approximately 50-70 securities, which are well diversified among market sectors. |
| Last Dividend
(28-Dec-07):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 25.00% | | Average for Category:
| 94.90% |
|
| Expense | WHGSX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.60% | | 3 Yr Expense Projection*: |
$753 | $588 | | 5 Yr Expense Projection*: |
$1,404 | $963 | | 10 Yr Expense Projection*: |
$3,150 | $1,924 |
|
|
2.63% Nasdaq 0.00%
Profile
