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Nasdaq - Delayed Quote USD

Westwood Income Opportunity Instl (WHGIX)

11.96
+0.02
+(0.17%)
At close: 8:04:04 PM EDT
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  • Previous Close 11.94
  • YTD Return 3.01%
  • Expense Ratio 0.84%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 7.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 535.57M
  • Beta (5Y Monthly) 0.89
  • Yield 4.20%
  • 5y Average Return --
  • Holdings Turnover 57.00%
  • Last Dividend 0.13
  • Inception Date Nov 30, 2022

Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying and/or interest-bearing securities. The fund aims to invest in securities of companies with a strong and improving cash flow sufficient to support a sustainable or rising income stream for investors.

Westwood

Fund Family

Allocation--30% to 50% Equity

Fund Category

535.57M

Net Assets

2022-11-30

Inception Date

More about Westwood Income Opportunity Instl

Performance Overview: WHGIX

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Trailing returns as of 3/31/2025. Category is Allocation--30% to 50% Equity.

YTD Return

WHGIX
3.01%
Category
5.91%
 

1-Year Return

WHGIX
12.07%
Category
18.59%
 

3-Year Return

WHGIX
3.96%
Category
8.56%
 

5-Year Return

WHGIX
6.15%
Category
7.44%
 

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Holdings: WHGIX

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Sector Weightings

SectorWHGIX
Technology   22.17%
Financial Services   15.66%
Real Estate   11.47%
Energy   10.90%
Healthcare   9.00%
Consumer Cyclical   8.08%
Industrials   7.74%
Consumer Defensive   6.37%
Utilities   4.01%
Basic Materials   2.36%
Communication Services   2.24%
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Recent News: WHGIX

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Research Reports: WHGIX

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