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Westwood Income Opportunity Fund Institutional Class (WHGIX)

US Funds

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12.33 +0.07 +0.57%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 380.27M

Type: Fund

Market: United States

Issuer: Westwood

Asset Class: Equity

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WHGIX Overview

Find basic information about the Westwood Income Opportunity Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WHGIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US0075W07750)

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Rating

1-Year Change12.5%

Prev. Close12.26

Risk Rating

TTM Yield4.30%

ROE20.27%

IssuerWestwood

Turnover20%

ROA8.45%

Inception Date38705

Total Assets380.27M

Expenses0.82%

Min. Investment100,000

Market Cap103.64B

CategoryAllocation - - 30% to 50% Equity

What is your sentiment on Westwood Income Opportunity Instl?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1082	1017	1199	1043	1279	1615
Fund Return	8.19%	1.74%	19.85%	1.42%	5.04%	4.91%
Place in category	117	99	91	169	131	74
% in Category	26	18	19	37	31	25

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood SmallCap Value Institution	497.77M	4.20	3.17	7.71
Westwood LargeCap Value Institution	223.96M	12.52	8.16	9.48
Westwood SMidCap Institutional	80.51M	11.78	7.46	7.99
Westwood Income Opportunity A	44.63M	9.78	2.36	4.98

Top Funds for Allocation--30% to 50% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Wellesley Income Admiral	41.85B	6.74	1.69	5.46
Vanguard LifeStrategy Cnsrv Gr Inv	10.3B	7.28	1.03	4.88
Vanguard Tax-Managed Balanced Adm	10.1B	10.11	4.20	7.44
Vanguard Wellesley Income Inv	8.75B	6.68	1.61	5.39
BlackRock Multi-Asset Income Instl	6.01B	7.59	2.14	4.29

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Bonds 4.625%	-	2.21	-	-
Microsoft	US5949181045	2.16	417.00	+1.00%
JPMorgan	US46625H1005	2.13	248.55	+1.55%
Energy Transfer	US29273V1008	1.80	19.07	+0.53%
Walmart	US9311421039	1.80	90.44	+2.32%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westwood Income O.	12.33	+0.07	+0.57%