WMNUX Mutual Fund
WMNUX Mutual Fund
Westwood Alternative Income Fund Ultra Shares
WMNUX Mutual Fund Overview
WMNUX Mutual Fund (Westwood Alternative Income Fund Ultra Shares) is managed by Westwood Funds with $49.1M in net assets. WMNUX expense ratio is 0.76%, holding 141 positions across sectors including Information Technology, Other, Industrials. Inception date: 2015-05-01.
WMNUX performance shows a YTD return of 4.20%. The 1-year return is 8.35% and the 5-year return is 5.00%. WMNUX dividend yield stands at 1.97%, paid monthly.
WMNUX 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 Sr Unsecured 06/30 1.25 (2.5%), Osi Systems Inc Sr Unsecured 08/29 2.25 2.25 2029-08-01 (2.5%). View all WMNUX holdings, sector breakdown, or dividend history.
WMNUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WMNUX alternatives are available via the screener, along with tax-loss harvesting opportunities.