WHGHX Mutual Fund

WHGHX Mutual Fund (Westwood Multi-Asset Income Fund Institutional Class) is managed by Westwood Funds with $107.7M in net assets. WHGHX expense ratio is 0.27%, holding 156 positions across sectors including Financials, Communication Services, Industrials. Inception date: 2011-12-28.

WHGHX performance shows a YTD return of 2.24%. The 1-year return is 3.97% and the 5-year return is 4.72%. WHGHX dividend yield stands at 5.80%, paid monthly.

WHGHX top holdings include Westwood Enhanced Income Opportunity Etf Usd Class (2.7%), Treasury Bill 0.0 24-September-2026 (1.7%), Treasury Bill Dec 24, 2026 (1.7%), Alphabet Inc (1.4%), Photo Holdings Llc 12% (1.2%). Go to all WHGHX holdings, WHGHX sectors, or WHGHX dividends.

WHGHX can be compared against other funds. Use WHGHX overlap to find shared positions, or WHGHX vs another fund for a side-by-side view. WHGHX alternatives are available via the screener, along with tax-loss harvesting opportunities.