WSDAX Mutual Fund (Westwood Multi-Asset Income Fund Class A) is managed by Westwood Funds with $7.0M in net assets. WSDAX expense ratio is 0.49%, holding 149 positions across sectors including Financials, Other, Communication Services. Inception date: 2013-06-28.

WSDAX performance shows a YTD return of 3.89%. The 1-year return is 10.19% and the 5-year return is 4.22%. WSDAX dividend yield stands at 5.31%, paid monthly.

WSDAX 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 WSDAX holdings, sector breakdown, or dividend history.

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