Westfield Capital Mgt Co Sm/Mid Gr Eq (S:0P00003F2C)
506.28
+25.15
(+5.23%)
USD |
Jan 31 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 February 27, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Comfort Systems USA, Inc. | 6.02% | 1406.86 | -2.18% |
| Ascendis Pharma A/S | 4.86% | 227.67 | -0.58% |
| FTAI Aviation Ltd. | 3.62% | 302.41 | -2.46% |
| Tapestry, Inc. | 2.75% | 154.86 | -3.51% |
| Rocket Lab Corp. | 2.41% | 66.15 | -8.95% |
| LPL Financial Holdings, Inc. | 2.35% | 298.52 | -6.58% |
| Roku, Inc. | 2.31% | 97.16 | 3.95% |
| Revolution Medicines, Inc. | 2.05% | 102.37 | 0.22% |
| HEICO Corp. | 1.93% | 241.69 | 1.61% |
| SharkNinja, Inc. | 1.78% | 121.42 | -4.30% |
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 | -- |