Nasdaq - Delayed Quote USD

Westwood Income Opportunity A (WWIAX)

11.73
0.00
(0.00%)
At close: May 23 at 8:04:30 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.89%
5y Average Return 5.28%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (May 22, 2025) 17.40%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 17.40%
Worst 3Y Total Return 1.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WWIAX
Category
YTD
-1.56%
5.91%
1-Month
-1.94%
0.61%
3-Month
-3.82%
4.02%
1-Year
7.02%
18.59%
3-Year
4.19%
8.56%
5-Year
5.24%
7.44%
10-Year
4.46%
6.20%
Last Bull Market
12.28%
11.89%
Last Bear Market
-11.23%
-8.23%

Annual Total Return (%) History

Year
WWIAX
Category
2025
--
--
2024
8.93%
--
2023
9.72%
--
2022
-13.03%
--
2021
8.26%
--
2020
10.54%
8.86%
2019
17.40%
14.81%
2018
-5.12%
-5.04%

2017
10.69%
9.86%
2016
6.40%
6.62%
2015
-2.83%
-2.32%
2014
8.84%
4.02%
2013
14.24%
7.23%
2012
7.61%
9.40%
2011
6.97%
1.70%
2010
13.34%
10.03%
2009
11.89%
20.77%
2008
-4.72%
-18.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.38% -- -- --
2024 3.28% 0.56% 5.71% -0.78%
2023 2.69% 1.28% -2.74% 8.46%
2022 -3.78% -11.23% -4.79% 6.95%
2021 2.60% 4.91% -1.77% 2.39%
2020 -13.06% 13.11% 4.46% 7.61%
2019 7.66% 2.97% 3.22% 2.59%
2018 -2.26% 0.63% 3.04% -6.38%
2017 3.70% 2.01% 1.30% 3.28%
2016 1.51% 3.62% 0.48% 0.68%

2015 0.37% -1.22% -4.94% 3.09%
2014 2.54% 4.53% -0.19% 1.74%
2013 8.41% 0.86% 0.20% 4.26%
2012 4.10% 0.62% 3.57% -0.81%
2011 3.15% 1.54% -5.63% 8.23%
2010 3.17% -0.33% 7.42% 2.62%
2009 -3.90% 4.47% 6.53% 4.63%
2008 1.23% -0.85% -3.52% -1.62%

Rank in Category (By Total Return)

YTD 86
1-Month 90
3-Month 88
1-Year 76
3-Year 77
5-Year 66

Load Adjusted Returns

1-Year 3.81%
3-Year 3.13%
5-Year 4.60%
10-Year 4.15%

Performance & Risk

YTD Return -0.89%
5y Average Return 5.28%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Westwood
Net Assets 506.62M
YTD Return -1.56%
Yield 4.29%
Morningstar Rating
Inception Date Dec 19, 2005

Fund Summary

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.

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