Westwood SmallCap Value Fund Added to Schwab’s Q1 2020 Mutual Fund OneSource Select List

DALLAS, March 04, 2020 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG), a focused investment management boutique offering high-conviction equity and outcome-oriented solutions, announces today, that Westwood SmallCap mutual fund – A Class (WHGAX) has been added to the Q1 2020 Schwab Mutual Fund OneSource Select List. Schwab’s Mutual Fund OneSource Select List is comprised of funds available without a load or transaction fee through the Schwab Mutual Fund OneSource service that offer the best combination of factors such as performance, risk and expense. Charles Schwab Investment Advisory, Inc. (CSIA) conducts extensive research on the full range of actively managed funds available through Schwab’s Mutual Fund OneSource service.

“We are pleased that one of our premier mutual funds has been added to the Schwab Mutual Fund OneSource Select List and is one of only five funds in its category,” says Harvey Steele, Head of Intermediary at Westwood. “The Westwood SmallCap Fund is indicative of our high-conviction approach and proprietary U.S. Equity research, which consistently results in strong investment performance. We appreciate CSIA recognizing this Fund and adding it to this exclusive list.” 

Westwood SmallCap Fund Institutional Shares (WHGSX) and Class A (WHGAX) are four-star rated as of Dec. 31, 2019 (overall Morningstar rating against 630 funds in the Small Blend category based on risk-adjusted returns). The Fund is actively managed and utilizes a fundamental, bottom-up security selection process. Westwood SmallCap typically invests in 50 to 70 companies with market capitalizations between $100M and $2B that have conservative balance sheets, strong free cash flow and the potential for attractive future returns. 

Annualized Fund Performance
As of 12/31/2019

A Share Class

Trailing Year Performance	YTD*		1-Yr Trailing		3-Yrs Trailing		5-Yrs Trailing		10 Yrs Trailing		Since Inception**
SmallCap Fund Net of Fees	N/A		N/A		N/A		N/A		N/A		11.46%

Gross Expense Ratio: 1.20%