WWACX Mutual Fund

WWACX Mutual Fund

NAV$9.78
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Fund Essentials

Net Assets
$392,101.2
Expense Ratio
1.21%
Dividend Yield (Current)
0.75%
Holdings
132
Inception Date
Mar 31, 2020
Fund Family
Westwood Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+1.14%
1 Year+3.62%
3 Year+4.26%
5 Year+3.38%

Asset Allocation

Stocks: 0.75%
Bonds: 97.28%
Cash: 4.57%
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Dividend Summary

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Dividend Yield (Current)
0.75%
Frequency
Unspecified
Latest Distribution
$0.15
-

Peer Comparison

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

WWACX Mutual Fund Overview

WWACX Mutual Fund (Westwood Alternative Income Fund Class C) is managed by Westwood Funds with $392,101.2 in net assets. WWACX expense ratio is 1.21%, holding 132 positions across various sectors. Inception date: 2020-03-31.

WWACX performance shows a YTD return of 1.14%. The 1-year return is 3.62% and the 5-year return is 3.38%. WWACX dividend yield stands at 0.75%, paid unspecified.

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

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