WMNUX Mutual Fund

WMNUX Mutual Fund (Westwood Alternative Income Fund Ultra Shares) is managed by Westwood Funds with $49.0M in net assets. WMNUX expense ratio is 0.76%, holding 94 positions across sectors including Information Technology, Industrials, Utilities. Inception date: 2015-05-01.

WMNUX performance shows a YTD return of 4.20%. The 1-year return is 6.68% and the 5-year return is 4.91%. WMNUX dividend yield stands at 1.55%, paid monthly.

WMNUX 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 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.