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Westwood SMidCap Fund

WHGMX:US
NASDAQ GM
15.68
USD
0.03
0.19%
As of 2/22/2018
Fund Type
Open-End Fund
52Wk Range
14.31 - 16.37
1 Yr Return
6.44%
YTD Return
-0.63%
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Previous Close
15.65
52Wk Range
14.31 - 16.37
1 Yr Return
6.24%
YTD Return
-0.63%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/22/2018)
15.68
Total Assets (m USD) (on 02/22/2018)
327.437
Inception Date
12/19/2005
Last Dividend (on 12/28/2017)
0.0401
Dividend Indicated Gross Yield
0.26%
Fund Managers
SUSAN M BYRNE / DAVID SCOTT SPIKA
Front Load Fee
0.00%
Back Load Fee
2.00%
Redemption Fee
2.00%
12b-1 Fee
0.20%
Current Mgmt Fee
0.75%
Expense Ratio
0.91%

Top Fund Holdings

Name Position Value % of Fund
76.40 k 8.66 m 2.56
152.80 k 8.65 m 2.56
103.56 k 8.53 m 2.53
158.79 k 8.49 m 2.51
363.82 k 8.46 m 2.50
121.31 k 7.68 m 2.27
58.49 k 7.64 m 2.26
30.60 k 7.61 m 2.25
149.41 k 7.59 m 2.25
78.25 k 7.15 m 2.12
Profile
Westwood SMidCap Fund is an open-end incorporated in the USA. The Fund seeks long-term capital appreciation. The Fund invests in equity securities of small and mid-cap companies with a market capitalization between $500 million and $10 billion at time of purchase. The Fund pursues a "value style" of investing.
Address
Advisor's Inner Circle Fund
101 Federal Street
Boston, Massachusetts 02110
Phone
1-800-932-7781
Website
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