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Westwood Quality Smallcap Fund - Institutional Shares: (MF: WHGSX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:43 PM ET

$19.91 USD

-0.08 (-0.40%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 9.21 21
3 months 8.09 34
6 months 3.97 86
1 Year 11.76 80
3 Year 8.16 82
5 Year 6.22 46
10 Year 10.08 69

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -49.46
Bull Market (2/09 - 3/21) 652.78

Load Adjusted Returns as of Feb 28, 2026

1 Year -0.04
5 Year 6.57
10 Year 8.24
Since Inception 7.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.66 5.08 4.63 -2.59
2024 3.80 -5.17 8.97 -2.27
2023 2.85 3.14 -3.98 15.02
2022 -7.92 -11.48 -5.40 13.53
2021 16.93 4.74 -3.32 8.03

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.21-0.044.8317.16-12.4627.912.1527.10-14.1512.3728.31
% Total Return Rel to Index 4.20-18.26-20.18-9.085.73-0.76-16.24-4.38-9.76-9.4216.37
% Total Return Rel to Peer 1.01-7.35-7.081.087.058.60-16.831.67-3.38-3.2212.36
% Perf Quintile vs Peer* 2.005.000.003.002.002.005.002.004.004.001.00
% Dividends 0.000.150.170.280.180.190.110.110.110.060.08
% Yield 0.000.700.780.660.940.830.610.630.750.330.48
Capital Gains ($) 0.001.021.120.550.480.810.000.060.881.190.16
Expense Ratio 0.000.920.900.920.920.920.990.990.991.101.10

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