WHGIX Mutual Fund
WHGIX Mutual Fund
NAV$13.50
AUM$419M
TER0.84%
Holdings153
See how much of WHGIX you already own
WHGIX Mutual Fund
NAV$13.50
Westwood Income Opportunity Fund Institutional Class
AUM$419M
TER0.84%
Holdings153
See how much of WHGIX you already own
WHGIX Mutual Fund Sector Allocation
WHGIX sector allocation breaks down across Financials (35.7%), Information Technology (11.3%), Industrials (6.2%), Communication Services (6.1%), Energy (5.8%). Across 153 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
WHGIX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
WHGIX by country shows geographic exposure. WHGIX overlap reveals how sector exposure compares with other funds.