WMNUX Mutual Fund

WMNUX Mutual Fund (Westwood Alternative Income Fund Ultra Shares) is managed by Westwood Funds with $55.6M in net assets. WMNUX expense ratio is 0.76%, holding 134 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2015-05-01.

WMNUX performance shows a YTD return of 3.50%. The 1-year return is 3.86% and the 5-year return is 4.53%. WMNUX dividend yield stands at 1.34%, paid monthly.

WMNUX top holdings include First American Government Obligations Fund (6.5%), Welltower Op Llc Conv. Note (2.5%), Mks Inc Sr Unsecured 06/30 1.25 1.25 06/01/2030 (2.5%), Akamai Technologies Inc 1.125% 2029-02-15 (2.3%), Bbio 2.25 02/01/29 (2.2%). Go to all WMNUX holdings, WMNUX sectors, or WMNUX dividends.

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