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 $6.8M in net assets. WSDAX expense ratio is 0.49%, holding 149 positions across sectors including Financials, Communication Services, Real Estate. Inception date: 2013-06-28.
WSDAX performance shows a YTD return of 3.75%. The 1-year return is 9.05% and the 5-year return is 4.21%. WSDAX dividend yield stands at 5.40%, paid monthly.
WSDAX top holdings include First American Government Obligations Fund (4.1%), Treasury Bill 0% Mar 24, 2026 (3.7%), Treasury Bill 0% Mar 19, 2026 (2.3%), Us T Bill Zcp 04/16/26 (2.3%), Alphabet Inc Common Stock USD 0.001 (1.4%). 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.