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Westwood Income Opportunity Fund Institutional Class (WHGIX)

US Funds

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11.36 -0.34 -2.91%

04/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 350.58M

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.

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Rating

1-Year Change - 2.15%

Prev. Close11.7

Risk Rating

TTM Yield4.20%

ROE20.69%

IssuerWestwood

Turnover57%

ROA8.72%

Inception Date38705

Total Assets350.58M

Expenses0.83%

Min. Investment100,000

Market Cap116.16B

CategoryAllocation - - 30% to 50% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1030	997	1121	1123	1348	1652
Fund Return	3.01%	-0.29%	12.07%	3.96%	6.15%	5.15%
Place in category	102	359	27	117	75	51
% in Category	20	77	6	27	16	16

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood SmallCap Value Institution	357.88M	-2.32	3.77	7.19
Westwood LargeCap Value Institution	166.64M	10.55	4.34	8.73
Westwood SMidCap Institutional	58.37M	10.42	5.24	7.41
Westwood Income Opportunity A	41.22M	2.34	2.73	5.11

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

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Wellesley Income Admiral	41.15B	3.63	3.28	5.50
Vanguard Tax-Managed Balanced Adm	10.54B	1.37	6.69	7.45
Vanguard LifeStrategy Cnsrv Gr Inv	10.29B	2.40	3.42	4.84
Vanguard Wellesley Income Inv	8.56B	3.63	3.22	5.43
BlackRock Multi-Asset Income Instl	5.6B	3.37	4.43	4.39

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan	US46625H1005	2.14	210.28	-8.05%
United States Treasury Bonds 4.625%	-	2.01	-	-
Energy Transfer	US29273V1008	1.94	16.16	-8.86%
Microsoft	US5949181045	1.87	359.84	-3.56%
Goldman Sachs	US38141G1040	1.74	470.81	-7.91%

Technical Summary

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

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