Westwood Quality SmallCap Fund

Shareclass

Westwood Quality SmallCap Fund C (WHGCX)

Type

Open-end mutual fund

Manager

Westwood

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

11.7

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 2,242 out of 2,538 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. TXNM Energy Inc
2.09% of assets
$20.24M invested
2. NorthWestern Energy Group Inc
1.57% of assets
$15.23M invested
3. Banner Corp
2.06% of assets
$19.92M invested
4. Avista Corp
1.63% of assets
$15.74M invested
5. Constellium SE Class A
1.23% of assets
$11.96M invested
6. Prestige Consumer Healthcare Inc
1.94% of assets
$18.83M invested
7. Papa John's International Inc
0.94% of assets
$9.11M invested
8. PotlatchDeltic Corp
2.04% of assets
$19.74M invested
9. Gulfport Energy Corp Ordinary Shares (New)
1.01% of assets
$9.79M invested
10. Merit Medical Systems Inc
2.08% of assets
$20.09M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Verra Mobility Corp Class A
2.07% of assets
$20.06M invested
2. Kratos Defense & Security Solutions Inc
0.97% of assets
$9.39M invested
3. Renasant Corp
1.97% of assets
$19.05M invested
4. Interparfums Inc
1% of assets
$9.67M invested
5. Cogent Communications Holdings Inc
0.8% of assets
$7.77M invested
6. J&J Snack Foods Corp
1.88% of assets
$18.16M invested
7. Simmons First National Corp Class A
2.07% of assets
$20.07M invested
8. Moog Inc Class A
2.02% of assets
$19.6M invested
9. COPT Defense Properties
1.93% of assets
$18.67M invested
10. Hawkins Inc
1.95% of assets
$18.89M invested

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Financial performance

Performance data provided by

Find more financial data on WHGCX at Morningstar.com

Gender Equality and Returns

Returns chart for Westwood Quality SmallCap Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

WHGCX

Westwood Quality SmallCap Fund

Family

Westwood

Category

Small Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

7.25% less in annualized returns

Lower overall gender equality score

15 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

5 / 30 points lower

Lower policies promoting gender equality score

3 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

WHGCX

Westwood Quality SmallCap Fund

Family

Westwood

Category

Small Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

7.25% less in annualized returns

Lower overall gender equality score

15 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

5 / 30 points lower

Lower policies promoting gender equality score

3 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

WHGCX

Westwood Quality SmallCap Fund

Family

Westwood

Category

Small Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

7.25% less in annualized returns

Lower overall gender equality score

15 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

5 / 30 points lower

Lower policies promoting gender equality score

3 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
WHGCX - Westwood Quality SmallCap Fund

-5.34%

2.47%

9.25%

5.03%

40 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

-17.4%

-9.67%

-6.32%

-7.25%

15 / 100 points lower

Find more financial data on WHGCX at Morningstar.com

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