Westfield Capital Mgt Co Mid-Cap Gr (S:0P00003GSV)
405.57
-14.48
(-3.45%)
USD |
Nov 30 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 December 27, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Vertiv Holdings Co. | 4.94% | 167.59 | 0.43% |
| Howmet Aerospace, Inc. | 4.84% | 211.22 | -0.45% |
| Axon Enterprise, Inc. | 4.02% | 583.81 | -1.24% |
| Roblox Corp. | 3.83% | 82.17 | 0.35% |
| Ascendis Pharma A/S | 3.65% | 209.13 | -1.73% |
| AutoZone, Inc. | 2.93% | 3447.72 | -0.24% |
| Tapestry, Inc. | 2.72% | 131.32 | 0.86% |
| Royal Caribbean Group | 2.60% | 285.60 | -2.90% |
| Vistra Corp. | 2.53% | 161.68 | -0.18% |
| DoorDash, Inc. | 2.49% | 233.98 | 0.83% |
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 | -- |