WHGHX Mutual Fund

WHGHX Mutual Fund (Westwood Multi-Asset Income Fund Institutional Class) is managed by Westwood Funds with $111.2M in net assets. WHGHX expense ratio is 0.27%, holding 149 positions across sectors including Financials, Communication Services, Real Estate. Inception date: 2011-12-28.

WHGHX performance shows a YTD return of 3.90%. The 1-year return is 9.25% and the 5-year return is 4.46%. WHGHX dividend yield stands at 5.66%, paid monthly.

WHGHX top holdings include First American Government Obligations Fund (4.1%), Treasury Bill 0% Mar 24, 2026 (3.7%), Treasury Bill 0% Mar 19, 2026 (2.3%), Us T Bill Zcp 04/16/26 (2.3%), Alphabet Inc Common Stock USD 0.001 (1.4%). 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.