WSDAX Mutual Fund
WSDAX Mutual Fund
WSDAX Mutual Fund
Westwood Multi-Asset Income Fund Class A
WSDAX Mutual Fund Overview
WSDAX Mutual Fund (Westwood Multi-Asset Income Fund Class A) is managed by Westwood Funds with $6.6M in net assets. WSDAX expense ratio is 0.49%, holding 156 positions across sectors including Financials, Communication Services, Real Estate. Inception date: 2013-06-28.
WSDAX performance shows a YTD return of 4.99%. The 1-year return is 8.76% and the 5-year return is 4.47%. WSDAX dividend yield stands at 5.33%, paid monthly.
WSDAX top holdings include Treasury Bill 0% May 21, 2026 (1.8%), Westwood Enhanced Income Opportunity Etf Usd Class (1.8%), Alphabet Inc,class A (1.6%), Northern Oil & Gas Inc 7.88% 15Oct2033 (1.3%), Nvidia Corp (1.2%). Go to all WSDAX holdings, WSDAX sectors, or WSDAX dividends.
WSDAX can be compared against other funds. Use WSDAX overlap to find shared positions, or WSDAX vs another fund for a side-by-side view. WSDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.