WHG LargeCap Value Instl
WHG Funds P.O. Box 219009 Kansas City, MO, 64121-9009
Map
Phone: 877-3863-944
| Category: | Large Value | | Fund Family: | Westwood | | Net Assets: | 55.79M | | Year-to-Date Return: | -15.45% | | Yield: | 0.86% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Jun-06 |
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Susan M. Byrne
Lead Manager since
28-Jun-06 | | | Byrne has served as chairman and chief investment officer since founding Westwood in 1983. She participates in the investment decision process during the portfolio team meetings in which the teamdecides the stock selection and weights for the model portfolio. She has authority to direct trading activity for the fund. |
| 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 |
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| 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
(28-Dec-07):
| 0.09 | | Last Cap Gain
(13-Dec-07):
| 0.22 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 60.52% |
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| Expense | WHGLX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.28% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$496 | $586 | | 5 Yr Expense Projection*: |
$914 | $899 | | 10 Yr Expense Projection*: |
$2,081 | $1,767 |
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11.08% Nasdaq 0.00%
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