WMNAX Mutual Fund (Westwood Alternative Income Fund Class A) is managed by Westwood Funds with $804,608.08 in net assets. WMNAX expense ratio is 1.01%, holding 141 positions across sectors including Information Technology, Other, Industrials. Inception date: 2020-03-31.

WMNAX performance shows a YTD return of 3.25%. The 1-year return is 8.01% and the 5-year return is 4.75%. WMNAX dividend yield stands at 1.75%, paid quarterly.

WMNAX top holdings include Western Digital Corporation 3% Nov 15, 2028 (3.6%), Seagate Hdd Cayman Conv. Note (3.4%), Advanced Energy Industries Inc 2.5% Sep 15, 2028 (3.0%), Mks Inc 1.25% 06/01/2030 (2.5%), Osi Systems Inc Sr Unsecured 08/29 2.25 2.25 2029-08-01 (2.5%). View all WMNAX holdings, sector breakdown, or dividend history.

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