Westfield Capital Mgt Co Sm-Cap Gr Eq (S:0P00003F2B)
844.32
+19.71
(+2.39%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Ascendis Pharma A/S | 5.61% | 229.25 | 0.44% |
| FTAI Aviation Ltd. | 3.68% | 242.69 | -2.85% |
| Comfort Systems USA, Inc. | 2.89% | 1417.19 | -0.79% |
| TopBuild Corp. | 2.21% | 356.91 | -3.32% |
| ITT, Inc. | 2.08% | 193.20 | 0.12% |
|
Nextpower Inc. Class A
|
1.98% | -- | -- |
| Revolution Medicines, Inc. | 1.97% | 99.12 | 0.49% |
| Houlihan Lokey, Inc. | 1.92% | 141.32 | 0.21% |
| Palomar Holdings, Inc. | 1.88% | 120.10 | 2.95% |
| HealthEquity, Inc. | 1.87% | 84.67 | 1.55% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |