Westwood Quality SMidCap Fund
Shareclass
Westwood Quality SMidCap Fund Ultra (WWSMX)
Type
Open-end mutual fund
Manager
Gender equality score
41
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,133 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Westwood Quality SMidCap Fund WWSMX
Environment
Social
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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 Inc2% of assets$1.85M invested
- 2. Idacorp Inc2.61% of assets$2.41M invested
- 3. Equity Lifestyle Properties Inc1.01% of assets$929,464 invested
- 4. Rexford Industrial Realty Inc1.92% of assets$1.77M invested
- 5. MarketAxess Holdings Inc1.59% of assets$1.47M invested
- 6. LPL Financial Holdings Inc1.5% of assets$1.39M invested
- 7. Amdocs Ltd1.12% of assets$1.04M invested
- 8. Avantor Inc2.01% of assets$1.85M invested
- 9. Constellium SE Class A1.32% of assets$1.22M invested
- 10. TopBuild Corp1.67% of assets$1.55M 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 A1.87% of assets$1.72M invested
- 2. Kratos Defense & Security Solutions Inc1.91% of assets$1.76M invested
- 3. Interparfums Inc1.43% of assets$1.32M invested
- 4. Weatherford International PLC Ordinary Shares - New0.87% of assets$807,052 invested
- 5. Cogent Communications Holdings Inc0.78% of assets$723,519 invested
- 6. SouthState Corp1.47% of assets$1.36M invested
- 7. J&J Snack Foods Corp0.96% of assets$884,105 invested
- 8. Eagle Materials Inc1.04% of assets$964,952 invested
- 9. Permian Resources Corp Class A1.13% of assets$1.04M invested
- 10. American Healthcare REIT Inc Ordinary Shares1.63% of assets$1.51M invested
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Financial performance
Performance data provided by
Find more financial data on WWSMX at Morningstar.com
Find more financial data on WWSMX at Morningstar.comGender Equality and Returns
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.
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