WMNAX Mutual Fund

WMNAX Mutual Fund (Westwood Alternative Income Fund Class A) is managed by Westwood Funds with $803,300.46 in net assets. WMNAX expense ratio is 1.01%, holding 141 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2020-03-31.

WMNAX performance shows a YTD return of 4.10%. The 1-year return is 7.35% and the 5-year return is 4.73%. WMNAX dividend yield stands at 1.56%, paid quarterly.

WMNAX top holdings include Western Digital Corporation 3% Nov 15, 2028 (3.6%), Seagate Hdd Cayman Conv. Note (3.4%), Advanced Energy Industries Inc 2.5% Sep 15, 2028 (3.0%), Mks Instruments Inc 1.25% Jun 01, 2030 (2.5%), Osi Systems Inc Sr Unsecured 08/29 2.25 2.25 2029-08-01 (2.5%). Go to all WMNAX holdings, WMNAX sectors, or WMNAX dividends.

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