Westwood Quality SMidCap Fund Institutional (WHGMX)
18.08
-0.23
(-1.26%)
USD |
Apr 29 2026
WHGMX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.04% |
| Stock | 98.09% |
| Bond | 0.86% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of March 31, 2026
| Large | 1.30% |
| Mid | 4.10% |
| Small | 94.60% |
Region Exposure
| Americas | 97.30% |
|---|---|
|
North America
|
95.57% |
| Canada | 1.07% |
| United States | 94.50% |
|
Latin America
|
1.73% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.65% |
|---|---|
| United Kingdom | 1.65% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.05% |
|---|
Stock Sector Exposure
| Cyclical |
|
42.56% |
| Materials |
|
8.51% |
| Consumer Discretionary |
|
8.89% |
| Financials |
|
18.28% |
| Real Estate |
|
6.87% |
| Sensitive |
|
40.48% |
| Communication Services |
|
1.49% |
| Energy |
|
4.75% |
| Industrials |
|
24.55% |
| Information Technology |
|
9.70% |
| Defensive |
|
15.07% |
| Consumer Staples |
|
4.88% |
| Health Care |
|
3.33% |
| Utilities |
|
6.85% |
| Not Classified |
|
1.89% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
1.89% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |