WWICX Mutual Fund

WWICX Mutual Fund (Westwood Income Opportunity Fund Class C) is managed by Westwood Funds with $12.9M in net assets. WWICX expense ratio is 1.77%, holding 158 positions across sectors including Financials, Information Technology, Energy. Inception date: 2019-09-03.

WWICX performance shows a YTD return of 5.36%. The 1-year return is 10.89% and the 5-year return is 5.16%. WWICX dividend yield stands at 1.98%, paid monthly.

WWICX 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 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.