WEHIX Fund Portfolio Allocation
General Overview
The fund's investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. It invests the majority of its assets in the common stock of medium-sized companies. If there is cash available for investment and there are not securities that meet the fund's investment criteria, it may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares.
| Sector & Industry | Financial Services / Asset Management |
| IPO date | January 2, 2019 |
WEHIX Latest News
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| Other Identifiers | |
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| CIK | 0001257927 |
| ISIN | None |
| CUSIP | None |
| Open | 38.647 |
| Previous Close | 38.32 |
| Volume | 0 |
| Average Volume | 0 |
| Day’s Range | 38.647 – 38.647 |
| 52 Week Range | 38.32-45.15 |
| MA (50) | 42.0164 |
| MA (200) | 42.05494 |
| Market Cap | 153.8 Mil. |
| Shares Out. | 3.98 Mil. |
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