WHGIX Mutual Fund

WHGIX Mutual Fund (Westwood Income Opportunity Fund Institutional Class) is managed by Westwood Funds with $402.6M in net assets. WHGIX expense ratio is 0.84%, holding 158 positions across sectors including Financials, Information Technology, Energy. Inception date: 2005-12-19.

WHGIX performance shows a YTD return of 3.03%. The 1-year return is 5.65% and the 5-year return is 4.54%. WHGIX dividend yield stands at 3.06%, paid monthly.

WHGIX top holdings include Westwood Enhanced Income Opportunity Etf Usd Class (2.8%), Alphabet Inc (2.3%), Nvidia Corp (2.0%), Gilead Sciences (1.8%), Microsoft Corp (1.7%). Go to all WHGIX holdings, WHGIX sectors, or WHGIX dividends.

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