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Westwood Multi-Asset Income C (WWHCX)
10.13
-0.03
(-0.30%)
At close: February 10 at 8:01:36 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.85% |
| 5y Average Return | 0.00% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Feb 6, 2025) | 10.46% |
| Worst 1Y Total Return (Feb 6, 2025) | -- |
| Best 3Y Total Return | 10.46% |
| Worst 3Y Total Return | 1.31% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WWHCX
Category
- YTD
- 1.35%
- 3.28%
- 1-Month
- 1.35%
- 0.61%
- 3-Month
- 2.13%
- 3.02%
- 1-Year
- 10.17%
- 11.74%
- 3-Year
- 2.96%
- 6.56%
- 5-Year
- 5.58%
- 5.38%
- 10-Year
- 4.32%
- 4.87%
- Last Bull Market
- 11.15%
- 8.64%
- Last Bear Market
- -9.56%
- -5.09%
Annual Total Return (%) History
Year
WWHCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.93% | 1.03% | 5.82% | -0.25% |
| 2023 | 2.73% | 1.22% | -0.94% | 7.23% |
| 2022 | -3.86% | -9.56% | -3.53% | 4.93% |
| 2021 | 2.58% | 4.38% | -1.26% | 1.18% |
| 2020 | 12.59% | 5.49% | 8.75% | -- |
Rank in Category (By Total Return)
| YTD | 38 |
| 1-Month | 38 |
| 3-Month | 4 |
| 1-Year | 5 |
| 3-Year | 16 |
| 5-Year | 5 |
Load Adjusted Returns
| 1-Year | 9.17% |
| 3-Year | 2.96% |
| 5-Year | 5.58% |
| 10-Year | 4.32% |
Performance & Risk
| YTD Return | 1.85% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.74 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--15% to 30% Equity |
| Fund Family | Westwood |
| Net Assets | 105.79M |
| YTD Return | 1.35% |
| Yield | 4.63% |
| Morningstar Rating | |
| Inception Date | Jun 28, 2013 |
Fund Summary
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.
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