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Westwood Income Opportunity Fund A Class (WWIAX)

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12.24 +0.01 +0.08%

24/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 44.26M

Type: Fund

Market: United States

Issuer: Westwood

Asset Class: Equity

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WWIAX Overview

Find basic information about the Westwood Income Opportunity Fund A 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 WWIAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change7.09%

Prev. Close12.23

Risk Rating

TTM Yield3.99%

ROE20.27%

IssuerWestwood

Turnover20%

ROA8.45%

Inception Date39447

Total Assets44.26M

Expenses0.99%

Min. Investment1,000

Market Cap103.64B

CategoryAllocation - - 30% to 50% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1125	1041	1177	1097	1314	1627
Fund Return	12.49%	4.11%	17.7%	3.15%	5.62%	4.99%
Place in category	62	24	39	110	91	96
% in Category	16	8	13	24	22	31

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood SmallCap Value Institution	451.01M	4.80	2.44	7.59
Westwood Income Opportunity Instl	378.4M	9.08	1.49	4.96
Westwood LargeCap Value Institution	200.61M	10.55	4.34	8.73
Westwood SMidCap Institutional	78.65M	10.42	5.24	7.41

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

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Wellesley Income Admiral	40.46B	5.97	1.08	5.26
Vanguard Tax-Managed Balanced Adm	10.36B	12.17	4.21	7.50
Vanguard LifeStrategy Cnsrv Gr Inv	10.18B	7.54	0.93	4.82
Vanguard Wellesley Income Inv	8.5B	5.92	1.01	5.19
BlackRock Multi-Asset Income Instl	5.89B	7.39	1.79	4.27

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Bonds 4.625%	-	2.21	-	-
Microsoft	US5949181045	2.16	444.06	-0.59%
JPMorgan	US46625H1005	2.13	264.84	-0.42%
Energy Transfer	US29273V1008	1.80	21.05	-0.05%
Walmart	US9311421039	1.80	94.76	+1.01%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westwood Income O.	12.24	+0.01	+0.08%