Westwood Quality Value Fund A (WWLAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Westwood Quality Value Fund A
Cincinnati, OH 45246
225 Pictoria Drive, Suite 450
Ultimus Managers Trust
Management information
Lauren C. Hill,Lead manager since 30 August 2020
Ms. Hill joined Westwood in 2015 and is a Portfolio Manager on the LargeCap Value and AllCap Value portfolio teams and a Research Analyst specializing in the Consumer Discretionary and Industrials sectors. She is a member of the Consumer/Health Care and Technology/Industrials research groups.
Before joining Westwood, Ms. Hill spent 11 years working in equity research in New York. She served as a Generalist at Northern Border Investments and Cantillon Capital and as a Financials and Utilities Analyst at J.P. Morgan Asset Management. Prior to that, she worked as an Associate on the sell-side at Sanford Bernstein with the No. 1-ranked Consumer Finance Analyst.
Ms. Hill earned her MBA with Honors from Columbia Business School where she participated in the Value Investing Program. She earned her BBA in Finance and Accounting with Honors from Southern Methodist University. Ms. Hill is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Value
Fund familyWestwood
Net assets207.5M
YTD return6.22%
Yield1.45%
Morningstar rating★★★★
Inception date30 Mar 2020
Fund operations
Last dividend0.21
Last cap gain18.00
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseWWLAXCategory average
Annual report expense ratio (net)0.80%0.90%
Prospectus net expense ratio0.80%N/A
Prospectus gross expense ratio0.88%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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