Westfield Capital Mgt Co Sm/Mid Gr Eq (S:0P00003F2C)
481.13
+3.48
(+0.73%)
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. | 6.33% | 1038.27 | 2.76% |
| Ascendis Pharma A/S | 4.86% | 208.70 | 2.81% |
| FTAI Aviation Ltd. | 3.20% | 244.34 | -0.57% |
| Tapestry, Inc. | 2.36% | 133.68 | -0.50% |
| LPL Financial Holdings, Inc. | 2.35% | 365.07 | 1.46% |
| Roku, Inc. | 2.06% | 110.71 | -0.41% |
|
Comerica Sht Tm Invest Fd C
|
2.04% | -- | -- |
| Revolution Medicines, Inc. | 2.01% | 117.16 | -1.25% |
| HealthEquity, Inc. | 1.91% | 84.54 | -10.21% |
| TransUnion | 1.90% | 85.05 | -3.03% |
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 | -- |