WWIAX Mutual Fund

WWIAX Mutual Fund (Westwood Income Opportunity Fund A Shs) is managed by Westwood Funds with $45.9M in net assets. WWIAX expense ratio is 1.02%, holding 153 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2007-12-31.

WWIAX performance shows a YTD return of 4.14%. The 1-year return is 11.96% and the 5-year return is 3.84%. WWIAX dividend yield stands at 2.61%, paid monthly.

WWIAX top holdings include First American Government Obligations Fund (3.8%), Alphabet Inc Common Stock USD 0.001 (2.9%), Gilead Sciences (2.1%), Microsoft Corp (1.7%), Micron Technology, Inc. (1.7%). 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.