WCDGX : Westfield Capital Dividend Growth Fund Investor Class

WCDGX is a US Stocks Market Large Blend with HIGH fees.

WCDGX

Westfield Capital Dividend Growth Fund Investor Class

FI Score

28 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

28% FI Score
  • wcdgx
  • Mutual Fund
  • US Stocks
  • Large Blend

Westfield Capital Dividend Growth Fund Investor Class

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities. While the Advisor expects to invest primarily in common and preferred stock, it may also invest in other equity securities, including master limited partnerships ("MLPs") and American Depositary Receipts ("ADRs").

Largest Holdings

Amount Holding
7.32% Microsoft Corp
6.48% Apple Inc
4.15% Quest Diagnostics Inc
4.10% The Home Depot Inc
4.04% Abbott Laboratories
3.09% Broadcom Inc
3.07% Alexandria Real Estate Equities Inc
3.01% Steris PLC
2.89% Fidelity National Information Services Inc
2.88% Cisco Systems Inc
2.88% Walmart Inc
2.79% Jack Henry & Associates Inc
2.71% Target Corp
2.62% Bristol-Myers Squibb Company
2.57% Avery Dennison Corp
2.50% Verizon Communications Inc
2.38% Illinois Tool Works Inc
2.36% CVS Health Corp
2.35% Union Pacific Corp
2.29% Merck & Co Inc
2.22% FMC Corp
2.14% Blackstone Group Inc
2.07% Mowi ASA ADR
1.99% Comcast Corp Class A
1.99% Starbucks Corp

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