WWIAX Mutual Fund

WWIAX Mutual Fund (Westwood Income Opportunity Fund A Shs) is managed by Westwood Funds with $42.5M in net assets. WWIAX expense ratio is 1.02%, holding 158 positions across sectors including Financials, Information Technology, Energy. Inception date: 2007-12-31.

WWIAX performance shows a YTD return of 2.26%. The 1-year return is 5.15% and the 5-year return is 4.14%. WWIAX dividend yield stands at 2.88%, paid monthly.

WWIAX 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 WWIAX holdings, WWIAX sectors, or WWIAX dividends.

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