WSDAX Mutual Fund

WSDAX Mutual Fund (Westwood Multi-Asset Income Fund Class A) is managed by Westwood Funds with $6.3M in net assets. WSDAX expense ratio is 0.49%, holding 156 positions across sectors including Financials, Communication Services, Industrials. Inception date: 2013-06-28.

WSDAX performance shows a YTD return of 1.96%. The 1-year return is 3.72% and the 5-year return is 4.47%. WSDAX dividend yield stands at 5.54%, paid monthly.

WSDAX top holdings include Westwood Enhanced Income Opportunity Etf Usd Class (2.7%), Treasury Bill 0.0 24-September-2026 (1.7%), Treasury Bill Dec 24, 2026 (1.7%), Alphabet Inc (1.4%), Photo Holdings Llc 12% (1.2%). Go to all WSDAX holdings, WSDAX sectors, or WSDAX dividends.

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