WHGHX Mutual Fund (Westwood Multi-Asset Income Fund Institutional Class) is managed by Westwood Funds with $108.9M in net assets. WHGHX expense ratio is 0.27%, holding 149 positions across sectors including Financials, Other, Communication Services. Inception date: 2011-12-28.

WHGHX performance shows a YTD return of 4.12%. The 1-year return is 10.50% and the 5-year return is 4.53%. WHGHX dividend yield stands at 5.56%, paid monthly.

WHGHX top holdings include First American Government Obligations Fund (4.1%), Treasury Bill 0% Mar 24, 2026 (3.7%), Treasury Bill 0% Mar 19, 2026 (2.3%), Us T Bill Zcp 04/16/26 (2.3%), Alphabet Inc Common Stock USD 0.001 (1.4%). View all WHGHX holdings, sector breakdown, or dividend history.

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