WMNIX Mutual Fund

WMNIX Mutual Fund (Westwood Alternative Income Fund Institutional Class) is managed by Westwood Funds with $134.2M in net assets. WMNIX expense ratio is 0.90%, holding 141 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2015-05-01.

WMNIX performance shows a YTD return of 4.35%. The 1-year return is 7.54% and the 5-year return is 4.87%. WMNIX dividend yield stands at 1.64%, paid monthly.

WMNIX 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 WMNIX holdings, WMNIX sectors, or WMNIX dividends.

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