Westfield Capital Mgt Co Sm-Cap Gr Eq (S:0P00003F2B)
780.46
-14.05
(-1.77%)
USD |
Dec 31 2025
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 January 12, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Comfort Systems USA, Inc. | 5.53% | 1010.41 | 4.01% |
| Ascendis Pharma A/S | 5.24% | 202.99 | -2.76% |
| FTAI Aviation Ltd. | 3.13% | 245.73 | 2.90% |
| Commvault Systems, Inc. | 2.20% | 124.17 | 0.02% |
| Nextpower, Inc. | 2.16% | 91.17 | 2.19% |
| ITT, Inc. | 2.15% | 182.05 | 1.03% |
| Semtech Corp. | 2.14% | 77.79 | 7.76% |
| Karman Holdings, Inc. | 2.12% | 106.22 | 4.88% |
| Primoris Services Corp. | 2.02% | 129.95 | 4.08% |
| Merus NV (DELISTED) | 1.94% | 90.00 | 0.00% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
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 | -- |