WHGOX Mutual Fund

WHGOX Mutual Fund (Westwood Income Opportunity Fund Class Ultra Shares) is managed by Westwood Funds with $131.7M in net assets. WHGOX expense ratio is 0.77%, holding 153 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2022-11-30.

WHGOX performance shows a YTD return of 4.22%. The 1-year return is 12.24% and the 5-year return is 4.28%. WHGOX dividend yield stands at 2.86%, paid monthly.

WHGOX 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 WHGOX holdings, WHGOX sectors, or WHGOX dividends.

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