WMNIX Mutual Fund (Westwood Alternative Income Fund Institutional Class) is managed by Westwood Funds with $130.3M in net assets. WMNIX expense ratio is 0.90%, holding 141 positions across sectors including Information Technology, Other, Industrials. Inception date: 2015-05-01.

WMNIX performance shows a YTD return of 4.25%. The 1-year return is 8.10% and the 5-year return is 4.89%. WMNIX dividend yield stands at 1.85%, paid monthly.

WMNIX 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 WMNIX holdings, sector breakdown, or dividend history.

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