WHGMX Rating, Research - Whg Smidcap Inst

Whg Smidcap Inst (whgmx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

SELL

SWOT Statistics

Strengths + Opportunities = 15

Threats + Weaknesses = 11

When strengths & opportunities substantially exceed threats & weaknesses an investment in the whgmx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Whg Smidcap Inst (WHGMX) Description: WHGMX is a mutual fund, which is an investment that owns a basket of assets. The WHGMX mutual fund was provided by Whg Large and this investment vehicle derives the majority of its value from equity holdings (stocks). Whg Larges mutual fund has a medium management tenure and is in the average fund size classification. WHGMXs minimum initial investment amount is $5000 while the IRA minimum is $5000. WHGMXs expense ratio is roughly 1%. The latest WHGMXs front end load was 0% and the back end load was 0%. The Whg Smidcap Inst (WHGMX) mutual fund falls under the mid-cap mixed category. WHGMX focuses its investments in USA and WHGMX is not affiliated with a particular industry or fund sector. The Whg Smidcap Inst (WHGMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WHGMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WHGMXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to maximize long-term capital appreciation. The fund normally invests at least 80% of assets in the common stock of small- and mid-capitalization companies traded in the U.S. with prospects of strong earnings growth and attractive overall business fundamentals, selling at reasonable valuations. The Advisor defines small/mid cap companies as companies with market capitalizations between $100 million and $15 billion. The fund invests in approximately 100 to 150 companies and may invest up to 25% of assets in foreign securities.


Management Analysis Update


Performance Analysis Update