WHG Balanced Instl
WHG Funds P.O. Box 219009
Phone: 877-FUND-WHG
| Category: |
Moderate Allocation |
| Fund Family: |
Westwood |
| Net Assets: |
9.73M |
| Year-to-Date Return: |
10.05% |
| Yield: |
2.07% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
08-Sep-06 |
|
Susan M. Byrne
Lead Manager since
08-Sep-06 |
|
| Byrne is the founder, chairman and chief investment officer of Westwood Management Corp., a registered investment advisor. Founded in 1983. She is a member of both the New York and Dallas Societies of Securities Analysts. Byrne has over thirty-six years of Wall Street portfolio management and plan sponsor experience. |
| Min Initial Investment: |
$5,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks to provide capital appreciation and current income. The fund typically invests approximately 60% of the assets in equity securities and approximately 40% of the assets in debt securities, and any balance of the Fund's assets in cash or cash equivalents. It typically invests in stocks that have market capitalizations of $1 billion or more and have been operating for at least three years. The fund invests in investment grade securities of corporate and government issuers and commercial paper and mortgage- and asset-backed securities. |
| Last Dividend
(28-Dec-07):
|
0.06 |
| Last Cap Gain
(13-Dec-07):
|
0.16 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
68.16% |
|
| Expense |
WHGBX |
Category
Avg |
| Total Expense Ratio: |
%
|
1.11% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.21% |
| Max Deferred Sales Load: |
0.00%
|
2.74% |
| 3 Yr Expense Projection*: |
$2,172 |
$638 |
| 5 Yr Expense Projection*: |
$N/A |
$954 |
| 10 Yr Expense Projection*: |
$N/A |
$1,869 |
|
|
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