Morningstar

Westwood Income Opportunity Fund Institutional Class WHGIX

Morningstar Medalist Rating
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Medalist Rating as of See Westwood Investment Hub
  • NAV / 1-Day Return $13.06  /  +0.38 %
  • Fund Size $582.4M
  • Adjusted Expense Ratio 0.840%
  • Net Expense Ratio 0.830%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.06%
  • Turnover Ratio 67%
NAV and 1-Day Return as of

Morningstar’s Analysis WHGIX

Will WHGIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WHGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WHGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WHGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A flexible multi-asset income strategy.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Westwood Income Opportunity is supported by a skilled and well-structured multi-asset team. However, the strategy generates significant volatility, continuing to limit its long-term appeal.

by Mahi Roy
Rated on Published on

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Portfolio Holdings WHGIX

More WHGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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