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Key statistics Previous close 20.66
Open —
Day range —
52-week range 19.10 22.65
Off day high —
Off 52-week high −7.55%
Volume —
Avg. volume (3M) 0.00
Net assets 685.85M
Expense ratio 0.92%
Yield 0.70%
YTD return +7.49%
50-day average 20.65
200-day average 21.04
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The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000® Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts and master limited partnerships.
Fund family Westwood
Category Small Blend
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