WHGIX Mutual Fund

WHGIX Mutual Fund (Westwood Income Opportunity Fund Institutional Class) is managed by Westwood Funds with $419.1M in net assets. WHGIX expense ratio is 0.84%, holding 153 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2005-12-19.

WHGIX performance shows a YTD return of 4.56%. The 1-year return is 12.13% and the 5-year return is 4.22%. WHGIX dividend yield stands at 2.77%, paid monthly.

WHGIX top holdings include First American Government Obligations Fund (3.8%), Alphabet Inc Common Stock USD 0.001 (2.9%), Gilead Sciences (2.1%), Microsoft Corp (1.7%), Micron Technology, Inc. (1.7%). Go to all WHGIX holdings, WHGIX sectors, or WHGIX dividends.

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