WWICX Mutual Fund

WWICX Mutual Fund (Westwood Income Opportunity Fund Class C) is managed by Westwood Funds with $13.5M in net assets. WWICX expense ratio is 1.77%, holding 153 positions across sectors including Financials, Information Technology, Industrials. 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 1.89%, paid monthly.

WWICX 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 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.