WWLAX Mutual Fund

WWLAX Mutual Fund (Westwood Quality Value Fund Class A) is managed by Westwood Funds with $1.9M in net assets. WWLAX expense ratio is 0.80%, holding 52 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2007-12-31.

WWLAX performance shows a YTD return of 9.05%. The 1-year return is 11.34% and the 5-year return is 7.43%. WWLAX dividend yield stands at 19.76%, paid annually.

WWLAX top holdings include Amazon.Com Inc (3.7%), Texas Instrument Inc (2.9%), Alphabet Inc Common Stock USD 0.001 (2.9%), Qnity Electronics Inc (2.8%), Nextera Energy Inc. (2.7%). Go to all WWLAX holdings, WWLAX sectors, or WWLAX dividends.

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