WWLAX Mutual Fund
WWLAX Mutual Fund
WWLAX Mutual Fund
Westwood Quality Value Fund Class A
WWLAX Mutual Fund Overview
WWLAX Mutual Fund (Westwood Quality Value Fund Class A) is managed by Westwood Funds with $1.8M in net assets. WWLAX expense ratio is 0.80%, holding 60 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2007-12-31.
WWLAX performance shows a YTD return of 10.24%. The 1-year return is 11.13% and the 5-year return is 7.30%. WWLAX dividend yield stands at 19.54%, paid annually.
WWLAX top holdings include Amazon.Com Inc (5.7%), Apple, Inc (5.1%), Microsoft Corp (4.7%), Alphabet Inc,class A (2.9%), Thermo Fisherscientific Inc. (2.8%). 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.