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WHG Large Cap Value Instl (WHGLX)

On Feb 10: 8.84 USD  Up 0.12 (1.38%)  
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 WHG LARGE CAP VALUE FUND INSTI Delayed quote dataEdit
Net Asset Value:8.84
Trade Time:Feb 10
Change:Up 0.12 (1.38%)
Prev Close:8.84
YTD Return*:11.76%
Net Assets*:186.43M
Yield*:0.99%
* As of 30-Nov-09
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 HEADLINES 
Stocks for Uncertain Times
Morningstar.com (Sat, Jan 17)
More Headlines for WHGLX...

 FUND BASICS30-Nov-09
Morningstar Overall Rating:4 stars
Total Assets:186.43M
Category:Large Blend
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:11.76%
5y Avg Return:N/A
Rank in Category (ytd):1960
% Rank in Category (ytd):96.98%
Beta (3y):0.86
Morningstar Risk Rating:Low
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks and equity securities of large companies that have a market capitalization of greater than $5 billion. The equity securities are primarily common stocks, but may also include shares of large-cap stocks of exchange-traded fund, real estate investment trusts, royalty trusts, and master limited partnerships. It generally invests in equity securities of domestic companies, but may also invest in that of foreign companies and American Depositary Receipts.
Fund Profile


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