WHG Large Cap Value Instl
WHG Funds P.O. Box 219009 Kansas City, MO, 64121-9009
Phone: 877-3863-944
| Category: |
Large Blend |
| Fund Family: |
Westwood |
| Net Assets: |
185.33M |
| Year-to-Date Return: |
-3.47% |
| Yield: |
0.90% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
28-Jun-06 |
|
Kellie R. Stark
Lead Manager since
28-Jun-06 |
|
| Stark has served as Senior Vice President for the Adviser since July 2004. Prior to this appointment, she served as Vice President and Associate Portfolio Manager for the Westwood from July 1997 to July 2004. She joined Westwood in 1992. Stark holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$100,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
NaN |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks and equity securities of large companies that have a market capitalization of greater than $5 billion. The equity securities are primarily common stocks, but may also include shares of large-cap stocks of exchange-traded fund, real estate investment trusts, royalty trusts, and master limited partnerships. It generally invests in equity securities of domestic companies, but may also invest in that of foreign companies and American Depositary Receipts. |
| Last Dividend
(30-Dec-09):
|
0.08 |
| Last Cap Gain
(13-Dec-07):
|
0.22 |
| Annual Holdings Turnover
|
89.00% |
| Average for Category:
|
80.36% |
|
| Expense |
WHGLX |
Category
Avg |
| Total Expense Ratio: |
1.01%
|
1.10% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.25% |
| Max Deferred Sales Load: |
%
|
2.61% |
| 3 Yr Expense Projection*: |
$409 |
$768 |
| 5 Yr Expense Projection*: |
$914 |
$1,311 |
| 10 Yr Expense Projection*: |
$1,667 |
$2,413 |
|
|
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