WMNAX Mutual Fund

WMNAX Mutual Fund (Westwood Alternative Income Fund Class A) is managed by Westwood Funds with $760,336.85 in net assets. WMNAX expense ratio is 1.01%, holding 94 positions across sectors including Information Technology, Industrials, Utilities. Inception date: 2020-03-31.

WMNAX performance shows a YTD return of 4.75%. The 1-year return is 6.40% and the 5-year return is 9.97%. WMNAX dividend yield stands at 1.37%, paid quarterly.

WMNAX top holdings include Mks Inc 1.25% 06/01/2030 (3.8%), Welltower Op Llc Conv. Note (2.6%), Akamai Technologies Inc.255/15/2033 (2.5%), Ligand Pharmaceuticals Incorporate 144A 0.75% Oct 01, 2030 (2.5%), First American Government Obligations Fund (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.