Westwood MidCap Value (S:0P0001QLSR)
13.62
+0.01
(+0.05%)
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 April 06, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Marvell Technology, Inc. | 2.58% | 109.16 | 1.91% |
| Federal Realty Investment Trust | 2.10% | 106.64 | -0.14% |
| Pegasystems, Inc. | 2.09% | 42.59 | -0.07% |
| Corteva, Inc. | 2.08% | 84.73 | -0.85% |
| The Cooper Cos., Inc. | 2.06% | 69.85 | -0.46% |
| MSA Safety, Inc. | 2.06% | 166.23 | 0.67% |
| Chord Energy Corp. | 2.05% | 142.86 | 0.61% |
| Verra Mobility Corp. | 2.05% | 14.71 | 1.31% |
| Brown & Brown, Inc. | 2.04% | 66.54 | 0.90% |
| Healthpeak Properties, Inc. | 2.03% | 16.64 | 0.73% |
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 | -- |