Westwood Largecap Value Fund Quote

WHGLX Fund  USD 14.10  0.03  0.21%   

Performance

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Odds Of Distress

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Westwood Largecap is trading at 14.10 as of the 3rd of October 2025; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 14.13. Westwood Largecap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of July 2025 and ending today, the 3rd of October 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of large capitalization companies. Westwood Large is traded on NASDAQ Exchange in the United States. More on Westwood Largecap Value

Moving together with Westwood Mutual Fund

  0.84VVIAX Vanguard Value IndexPairCorr
  0.71DOXGX Dodge Cox StockPairCorr
  0.78AFMFX American MutualPairCorr
  0.77FFMMX American Funds AmericanPairCorr
  0.77FFFMX American Funds AmericanPairCorr
  0.65AMRMX American MutualPairCorr

Westwood Mutual Fund Highlights

Fund ConcentrationLarge Value, Westwood, Large Value, Large Value (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date1st of March 2021
Fiscal Year EndOctober
Westwood Largecap Value [WHGLX] is traded in USA and was established 3rd of October 2025. The fund is listed under Large Value category and is part of Westwood family. This fund at this time has accumulated 194.97 M in net assets with minimum initial investment of 100 K. Westwood Largecap Value is currently producing year-to-date (YTD) return of 4.97% with the current yeild of 0.01%, while the total return for the last 3 years was 9.52%.
Check Westwood Largecap Probability Of Bankruptcy

Instrument Allocation

Top Westwood Largecap Value Mutual Fund Constituents

MIDDMiddleby CorpStockIndustrials
PEPPepsiCoStockConsumer Staples
HONHoneywell InternationalStockIndustrials
BAHBooz Allen HamiltonStockInformation Technology
MUMicron TechnologyStockInformation Technology
VVisa Class AStockFinancials
SHWSherwin Williams CoStockMaterials
TATT IncStockCommunication Services
More Details

Westwood Largecap Value Risk Profiles

Westwood Largecap Against Markets

Other Information on Investing in Westwood Mutual Fund

Westwood Largecap financial ratios help investors to determine whether Westwood Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Westwood with respect to the benefits of owning Westwood Largecap security.
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