Nasdaq - Delayed Quote USD
Westwood Multi-Asset Income C (WWHCX)
10.13
-0.03
(-0.30%)
At close: February 10 at 8:01:36 PM EST
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 10
- Min Subsequent Investment
- 1,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Vanguard
- LPL SAM Eligible - 01.24.2023
- Commonwealth Universe
- Securities America Advisors
- Securities America Inc.
- Vanguard TF
- LPL SWM - 10.24.2024
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
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.
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 |
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 |
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