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Westwood Quality Smidcap Fund - Institutional Shares: (MF: WHGMX)

(NASDAQ Mutual Funds) As of Dec 4, 2025 04:49 PM ET

$17.05 USD

+0.01 (0.06%)

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 WHGMX

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 Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Westwood Quality SMidCap Instl WHGMX NA NA 0.00 0.00 0.75 0.83

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Westwood SMidCap Fund Inst WHGMX 17.05 12/19/2005 1.15 3.28 10.67 11.84

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Westwood Quality SMidCap Instl WHGMX 100000 0 0 A

Contact Information

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