WHGOX Mutual Fund

WHGOX Mutual Fund (Westwood Income Opportunity Fund Class Ultra Shares) is managed by Westwood Funds with $127.0M in net assets. WHGOX expense ratio is 0.77%, holding 158 positions across sectors including Financials, Information Technology, Energy. Inception date: 2022-11-30.

WHGOX performance shows a YTD return of 2.46%. The 1-year return is 5.41% and the 5-year return is 4.28%. WHGOX dividend yield stands at 5.67%, paid monthly.

WHGOX 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 WHGOX holdings, WHGOX sectors, or WHGOX dividends.

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