WHG SMidCap Inst
WHG Funds P.O. Box 219009 Kansas City, MO, 64121-9009
Phone: 877-3863-944
| Category: |
Mid-Cap Blend |
| Fund Family: |
Westwood |
| Net Assets: |
185.28M |
| Year-to-Date Return: |
-2.14% |
| Yield: |
0.41% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
19-Dec-05 |
|
David S. Spika
Lead Manager since
19-Dec-05 |
|
| Spika has served as senior vice president, Investment Strategist for Westwood since 2009. Prior to this appointment, he served as vice president, Investment Strategist from 2003, when he joined Westwood.Prior to joining the Adviser, he spent 17 years with Bank of America. Spika has over 19 years of investment experience. Spika holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$5,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
$0 |
| 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 net assets in equity securities of small- and mid-cap companies with market capitalization between $500 million and $10 billion. The equity securities in which the fund will invest will be primarily common stocks, but may also include shares of ETFs. It generally invests in securities of domestic companies, but may also invest in foreign securities and ADRs. The fund invests in approximately 40-60 securities. |
| Last Dividend
(30-Dec-09):
|
0.05 |
| Last Cap Gain
(13-Dec-07):
|
0.34 |
| Annual Holdings Turnover
|
54.00% |
| Average for Category:
|
91.38% |
|
| Expense |
WHGMX |
Category
Avg |
| Total Expense Ratio: |
1.26%
|
1.38% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.26% |
| Max Deferred Sales Load: |
%
|
2.34% |
| 3 Yr Expense Projection*: |
$400 |
$638 |
| 5 Yr Expense Projection*: |
$692 |
$985 |
| 10 Yr Expense Projection*: |
$1,523 |
$1,976 |
|
|
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