WWIAX Mutual Fund

WWIAX Mutual Fund (Westwood Income Opportunity Fund A Shs) is managed by Westwood Funds with $42.3M in net assets. WWIAX expense ratio is 1.02%, holding 158 positions across sectors including Financials, Information Technology, Energy. Inception date: 2007-12-31.

WWIAX performance shows a YTD return of 5.93%. The 1-year return is 11.66% and the 5-year return is 4.14%. WWIAX dividend yield stands at 2.69%, paid monthly.

WWIAX top holdings include Alphabet Inc,class A (2.5%), Nvidia Corp (2.0%), Westwood Enhanced Income Opportunity Etf Usd Class (1.8%), Gilead Sciences (1.7%), Microsoft Corp (1.5%). Go to all WWIAX holdings, WWIAX sectors, or WWIAX dividends.

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