# Westwood Quality SMidCap Fund Inst (WHGMX)

> Source: Nexqual · https://nexqual.com/WHGMX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Westwood Quality SMidCap Fund Inst (WHGMX), nexqual.com/WHGMX" · informational, not investment advice.

**Price:** USD 17.79 (-0.28% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 17.84 · day 17.79–17.79 · 52w 16.05–19.36 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +9.6% vs S&P 500 +13.4%; 5Y +38.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +9.6% | +38.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +9.6% | +6.8% |
| Volatility (annualized) | 15.3% | 17.9% |
| Max drawdown | -9.8% (Aug 2026→Sep 2026) | -22.0% (Nov 2021→Sep 2022) |

## Peers
SDSCX (BNY Mellon Small/Mid Cap Growth) USD 20.92 -0.00% · WHGLX (Westwood Large Cap Value Fund I) USD 12.99 +0.00% · MGEMX (Morgan Stanley Institutional Fu) USD 16.46 +0.00% · WHGSX (Westwood SmallCap Fund Institut) USD 20.23 +0.00% · HMDYX (Hartford MidCap Fund Class Y) USD 28.22 +0.00%

## More
Full page: https://nexqual.com/WHGMX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt