Westwood Quality Value Fund Ultra Shares is a mutual fund designed to provide long-term capital appreciation through a value-driven investment approach. The fund primarily invests at least 80% of its net assets in equity securities of large-cap companies that the fund managers believe are undervalued relative to their intrinsic worth. Managed by Westwood Management Corp., it emphasizes rigorous fundamental analysis to identify high-quality companies exhibiting sustainable earnings, solid balance sheets, and attractive valuations. With a minimum investment requirement of $1,000,000 and an expense ratio of 0.55%, the fund targets institutional and high-net-worth investors seeking exposure to large-cap value equities. The fund holds a diversified portfolio—its top holdings include prominent firms such as UnitedHealth Group, JPMorgan Chase & Co., Microsoft, and Alphabet—spanning sectors like healthcare, financials, technology, and industrials. Semi-annual dividends and a disciplined investment process reflect its focus on risk management and consistent returns, making it a notable choice for those seeking diversified value-oriented equity exposure within their investment portfolios.
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