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Westwood Multi-Asset Income A (WSDAX)
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10.15 - YTD Return 8.24%
- Expense Ratio 0.95%
- Category High Yield Bond
- Last Cap Gain -24.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 96.9M
- Beta (5Y Monthly) 1.07
- Yield 5.14%
- 5y Average Return --
- Holdings Turnover 52.00%
- Last Dividend 0.35
- Inception Date Jun 28, 2013
The fund has flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Under normal circumstances, it invests at least 80% of its net assets in securities of U.S. issuers. U.S. issuers include the U.S. government and its agencies and instrumentalities. The fund has a neutral allocation of 80% of its total assets in debt securities and 20% of its total assets in equity securities.
Westwood
Fund Family
High Yield Bond
Fund Category
96.9M
Net Assets
2013-06-28
Inception Date
Performance Overview: WSDAX
View MoreTrailing returns as of 9/25/2024. Category is High Yield Bond.
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RITBX American Funds American High-Inc R2
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Holdings: WSDAX
View MoreTop 3 Holdings (4.24% of Total Assets)
Sector Weightings
SectorWSDAX
Technology 24.24%
Real Estate 15.63%
Financial Services 14.89%
Energy 10.63%
Consumer Cyclical 7.47%
Consumer Defensive 7.18%
Healthcare 6.60%
Industrials 5.59%
Utilities 3.70%
Basic Materials 3.26%
Communication Services 0.81%
Recent News: WSDAX
View MoreResearch Reports: WSDAX
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