WWIAX Mutual Fund
WWIAX Mutual Fund
Westwood Income Opportunity Fund A Shs
WWIAX Mutual Fund Overview
WWIAX Mutual Fund (Westwood Income Opportunity Fund A Shs) is managed by Westwood Funds with $44.9M in net assets. WWIAX expense ratio is 1.02%, holding 153 positions across sectors including Financials, Unknown, Information Technology. Inception date: 2007-12-31.
WWIAX performance shows a YTD return of 2.47%. The 1-year return is 12.76% and the 5-year return is 3.91%. WWIAX dividend yield stands at 2.52%, paid monthly.
WWIAX 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 WWIAX holdings, sector breakdown, or dividend history.
WWIAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WWIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.