WMNIX Mutual Fund

WMNIX Mutual Fund (Westwood Alternative Income Fund Institutional Class) is managed by Westwood Funds with $137.5M in net assets. WMNIX expense ratio is 0.90%, holding 94 positions across sectors including Information Technology, Industrials, Utilities. Inception date: 2015-05-01.

WMNIX performance shows a YTD return of 4.25%. The 1-year return is 6.59% and the 5-year return is 4.82%. WMNIX dividend yield stands at 1.46%, paid monthly.

WMNIX 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 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.