WHGIX Mutual Fund (Westwood Income Opportunity Fund Institutional Class) is managed by Westwood Funds with $408.4M in net assets. WHGIX expense ratio is 0.84%, holding 153 positions across sectors including Financials, Unknown, Information Technology. Inception date: 2005-12-19.

WHGIX performance shows a YTD return of 4.85%. The 1-year return is 12.93% and the 5-year return is 4.34%. WHGIX dividend yield stands at 2.68%, paid quarterly.

WHGIX top holdings include First American Government Obligations Fund (3.8%), Alphabet Inc Common Stock USD 0.001 (2.9%), Gilead Sciences Inc (2.1%), Microsoft Corp 4.100 Feb 06 37 (1.7%), Micron Technology, Inc. (1.7%). View all WHGIX holdings, sector breakdown, or dividend history.

WHGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WHGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.