WWMCX Mutual Fund

WWMCX Mutual Fund

NAV$9.70
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Fund Essentials

Net Assets
$695,717.65
Expense Ratio
0.62%
Dividend Yield (Current)
8.25%
Holdings
59
Inception Date
Nov 30, 2021
Fund Family
Westwood Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+4.60%
1 Year+9.39%
3 Year+10.15%

Asset Allocation

Stocks: 96.31%
Cash: 1.77%
Other: 1.91%
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Dividend Summary

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Dividend Yield (Current)
8.25%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WWMCX Mutual Fund Overview

WWMCX Mutual Fund (WESTWOOD QUALITY MIDCAP FUND Institutional Class) is managed by Westwood Funds with $695,717.65 in net assets. WWMCX expense ratio is 0.62%, holding 59 positions across various sectors. Inception date: 2021-11-30.

WWMCX performance shows a YTD return of 4.60%. The 1-year return is 9.39%. WWMCX dividend yield stands at 8.25%, paid annually.

WWMCX top holdings include a diversified portfolio. Go to all WWMCX holdings, WWMCX sectors, or WWMCX dividends.

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