WWICX Mutual Fund
WWICX Mutual Fund
WWICX Mutual Fund
Westwood Income Opportunity Fund Class C
WWICX Mutual Fund Overview
WWICX Mutual Fund (Westwood Income Opportunity Fund Class C) is managed by Westwood Funds with $13.2M in net assets. WWICX expense ratio is 1.77%, holding 153 positions across sectors including Financials, Information Technology, Energy. Inception date: 2019-09-03.
WWICX performance shows a YTD return of 3.63%. The 1-year return is 11.10% and the 5-year return is 3.27%. WWICX dividend yield stands at 1.98%, paid monthly.
WWICX top holdings include Alphabet A Usd 0.001 (2.5%), Nvidia Corp. (2.0%), Westwood Enhanced Income Opportunity Etf Usd Class (1.8%), Gilead Sciences Inc (1.7%), Microsoft Corp 4.100 Feb 06 37 (1.5%). Go to all WWICX holdings, WWICX sectors, or WWICX dividends.
WWICX can be compared against other funds. Use WWICX overlap to find shared positions, or WWICX vs another fund for a side-by-side view. WWICX alternatives are available via the screener, along with tax-loss harvesting opportunities.