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Westwood Quality SMidCap Fund Inst (WHGMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.23+0.06 (+0.40%)
At close: 08:01PM EDT

Westwood Quality SMidCap Fund Inst

Cincinnati, OH 45246

225 Pictoria Drive, Suite 450

Ultimus Managers Trust

Management Information
William E. Costello,Lead Manager since September 17, 2018
Mr. Costello joined Westwood in 2010 and serves as Director of Equity Portfolios and Senior Portfolio Manager on the SmallCap Value portfolio team. He is also responsible for investment research within the Energy and Utilities sectors and is a member of the Energy/Utilities research group. Mr. Costello began his career with Investors Bank and Trust in 1992 and subsequently joined Delphi Management and The Boston Company. Mr. Costello earned an MBA from Boston University and a BA in Economics from Marietta College. He is a member of the CFA Institute, the Boston Security Analysts Society and the National Association of Petroleum Investment Analysts.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Blend
Fund FamilyWestwood
Net Assets278.17M
YTD Return1.45%
Yield0.94%
Morningstar Rating★★★★
Inception DateDec 18, 2005

Fund Operations

Last Dividend0.14
Last Cap Gain4.00
Holdings Turnover87.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWHGMXCategory Average
Annual Report Expense Ratio (net)0.86%1.03%
Prospectus Net Expense Ratio0.86%N/A
Prospectus Gross Expense Ratio1.01%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A