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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

Latest Performance as of Oct 31, 2025

Total Return %* Percentile Rank Objective
YTD 4.29 58
3 months 0.30 86
6 months 12.76 79
1 Year 3.28 74
3 Year 10.67 43
5 Year 11.84 40
10 Year 7.90 71

* 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) 558.90

Load Adjusted Returns as of Oct 31, 2025

1 Year 6.95
5 Year 13.41
10 Year 8.89
Since Inception 9.12

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.05 6.64 6.92 NA
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
2020 -30.78 18.43 4.88 22.59

Annual Return

20252024202320222021202020192018201720162015
% Total Return 4.2910.4117.74-10.3821.325.4029.36-11.4810.3712.06-3.20
% Total Return Rel to Index -12.91-14.60-8.507.82-7.35-12.99-2.12-7.09-11.410.13-4.59
% Total Return Rel to Peer -1.23-1.511.669.132.01-13.583.93-0.71-5.22-3.881.52
% Perf Quintile vs Peer* 0.000.002.001.003.004.002.003.004.004.002.00
% Dividends 0.000.190.140.080.100.130.110.110.040.060.01
% Yield 0.001.141.240.650.620.870.720.760.210.400.11
Capital Gains ($) 0.000.000.280.102.250.261.492.121.870.141.05
Expense Ratio 0.830.900.860.870.880.880.880.880.970.980.96

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