WHGOX Mutual Fund (Westwood Income Opportunity Fund Class Ultra Shares) is managed by Westwood Funds with $129.2M in net assets. WHGOX expense ratio is 0.77%, holding 153 positions across sectors including Financials, Unknown, Information Technology. Inception date: 2022-11-30.

WHGOX performance shows a YTD return of 2.39%. The 1-year return is 13.12%. WHGOX dividend yield stands at 2.76%, paid monthly.

WHGOX 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 WHGOX holdings, sector breakdown, or dividend history.

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