Westfield Capital Mgt Co Mid-Cap Gr (S:0P00003GSV)
402.64
-2.93
(-0.72%)
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 20, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Vertiv Holdings Co. | 5.46% | 175.16 | -1.00% |
| Howmet Aerospace, Inc. | 5.41% | 220.42 | -1.99% |
| Ascendis Pharma A/S | 4.03% | 215.12 | 4.51% |
| Axon Enterprise, Inc. | 3.79% | 620.76 | -2.40% |
| Royal Caribbean Group | 2.82% | 269.99 | -2.18% |
| Ares Management Corp. | 2.68% | 163.14 | -3.86% |
| Tapestry, Inc. | 2.55% | 129.15 | -1.18% |
| Live Nation Entertainment, Inc. | 2.45% | 140.68 | -2.60% |
| MSCI, Inc. | 2.42% | 584.25 | -3.04% |
| AutoZone, Inc. | 2.38% | 3570.60 | 1.38% |
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 | -- |