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

(NASDAQ Mutual Funds) As of Jul 17, 2026 05:15 PM ET

$18.85 USD

-0.16 (-0.84%)

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

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 17.99 73
3 months 11.83 91
6 months 17.99 73
1 Year 26.39 74
3 Year 15.91 51
5 Year 9.36 21
10 Year 10.38 65

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -41.73
Bull Market (2/09 - 3/21) 675.02

Load Adjusted Returns as of Jun 30, 2026

1 Year 26.38
5 Year 9.36
10 Year 10.38
Since Inception 9.67

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 5.50 11.83 NA NA
2025 -5.05 6.64 6.92 0.18
2024 7.98 -4.59 8.48 -1.21
2023 3.38 3.35 -1.76 12.18
2022 -2.85 -14.24 -3.50 11.47
2021 11.07 4.10 -0.25 5.18

Annual Return

20262025202420232022202120202019201820172016
% Total Return 17.998.4610.4117.74-10.3821.325.4029.36-11.4810.3712.06
% Total Return Rel to Index 1.83-9.75-14.60-8.507.82-7.35-12.99-2.12-7.09-11.410.13
% Total Return Rel to Peer -1.111.16-1.511.669.132.01-13.583.93-0.71-5.22-3.88
% Perf Quintile vs Peer* 4.003.003.002.001.003.004.002.003.004.004.00
% Dividends 0.000.070.190.140.080.100.130.110.110.040.06
% Yield 0.000.391.140.440.650.620.870.720.760.210.40
Capital Gains ($) 0.000.780.000.280.102.250.261.492.121.870.14
Expense Ratio 0.000.850.900.860.870.880.880.880.880.970.98

* 1 = Top 20%, 5 = Bottom 20%