WQAIX Mutual Fund

WQAIX Mutual Fund

NAV$7.71
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Fund Essentials

Net Assets
$4,036.62
Expense Ratio
0.47%
Dividend Yield (Current)
-
Holdings
55
Inception Date
Sep 30, 2021
Fund Family
Westwood Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+1.96%
1 Year+20.55%
3 Year+13.41%

Asset Allocation

Stocks: 98.74%
Cash: 1.26%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WQAIX Mutual Fund Overview

WQAIX Mutual Fund (WESTWOOD QUALITY ALLCAP FUND Class Institutional) is managed by Westwood Funds with $4,036.62 in net assets. WQAIX expense ratio is 0.47%, holding 55 positions across various sectors. Inception date: 2021-09-30.

WQAIX performance shows a YTD return of 1.96%. The 1-year return is 20.55%.

WQAIX top holdings include a diversified portfolio. Go to all WQAIX holdings, WQAIX sectors, or WQAIX dividends.

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