WWLAX Mutual Fund
WWLAX Mutual Fund
Westwood Quality Value Fund Class A
WWLAX Mutual Fund Overview
WWLAX Mutual Fund (Westwood Quality Value Fund Class A) is managed by Westwood Funds with $1.9M in net assets. WWLAX expense ratio is 0.80%, holding 52 positions across sectors including Unknown, Information Technology, Materials. Inception date: 2007-12-31.
WWLAX performance shows a YTD return of 6.18%. The 1-year return is 9.65% and the 5-year return is 7.11%. WWLAX dividend yield stands at 20.29%, paid annually.
WWLAX top holdings include Amazon.Com Inc (3.7%), Texas Instrument Inc (2.9%), Berkshire Hathaway, Inc. (2.3%), Apple, Inc (2.0%), Microsoft Corp 4.100 Feb 06 37 (2.0%). View all WWLAX holdings, sector breakdown, or dividend history.
WWLAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WWLAX alternatives are available via the screener, along with tax-loss harvesting opportunities.