Westwood SmallCap Value Fund

Class Inst (WHGSX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

#5 in Small Blend

U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.55 percent over the past year, 19.47 percent over the past three years, and 21.83 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 2.5%
1 Year 26.5%
3 Years (Annualized) 19.5%
5 Years (Annualized) 21.8%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of small-cap companies. The fund managers consider small-cap companies to be those companies with market capitalizations between $100 million and $2 billion 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. It generally invests in securities of domestic companies, but may also invest in equity securities of foreign companies and ADRs.

Fees

Fees are Above Average compared to funds in the same category.
Westwood SmallCap Value Fund has an expense ratio of 1.14 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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