WWICX Mutual Fund
WWICX Mutual Fund
Westwood Income Opportunity Fund Class C
WWICX Mutual Fund Overview
WWICX Mutual Fund (Westwood Income Opportunity Fund Class C) is managed by Westwood Funds with $13.2M in net assets. WWICX expense ratio is 1.77%, holding 153 positions across sectors including Financials, Unknown, Information Technology. Inception date: 2019-09-03.
WWICX performance shows a YTD return of 4.00%. The 1-year return is 11.90% and the 5-year return is 4.93%. WWICX dividend yield stands at 1.81%, paid monthly.
WWICX 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 WWICX holdings, sector breakdown, or dividend history.
WWICX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WWICX alternatives are available via the screener, along with tax-loss harvesting opportunities.