About WWLAX
Westwood Quality Value Fund A Class is a mutual fund designed to deliver long-term capital appreciation through a disciplined approach that combines both quality and value investing. The fund typically allocates at least 80% of its net assets to equity securities, focusing primarily on large-cap U.S. companies but with flexibility to invest in select foreign equities and American Depositary Receipts. Its investment strategy emphasizes companies with strong balance sheets, consistent free cash flow, and robust return on capital, while prioritizing the mitigation of downside risk through quantitative assessments. The portfolio is relatively concentrated, generally holding 40 to 60 stocks diversified across sectors such as financials, healthcare, industrials, information technology, and energy. With a large value orientation, the fund seeks opportunities where high-quality businesses appear undervalued by the market, aiming to generate risk-adjusted returns that exceed standard value benchmarks like the Russell 1000 Value Index, while maintaining lower absolute risk. This fund plays a role in providing investors access to established, stable companies believed to offer attractive appreciation potential within the broader equity market landscape.
Fund Family Westwood
Category Large Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol WWLAX
Share Class A Class Shares
Index Russell 1000 Value TR
WWLAX had a total return of 11.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.45%.
