WHGIX Mutual Fund

WHGIX Mutual Fund (Westwood Income Opportunity Fund Institutional Class) is managed by Westwood Funds with $412.0M in net assets. WHGIX expense ratio is 0.84%, holding 153 positions across sectors including Financials, Information Technology, Energy. 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 4.23%. WHGIX dividend yield stands at 2.86%, paid monthly.

WHGIX top holdings include Alphabet Inc,class A (2.5%), Nvidia Corp (2.0%), Westwood Enhanced Income Opportunity Etf Usd Class (1.8%), Gilead Sciences (1.7%), Microsoft Corp (1.5%). 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.