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Westwood Income Opportunity A WWIAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Westwood Investment Hub

Morningstar’s Analysis WWIAX

Will WWIAX outperform in 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 WWIAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WWIAX 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 WWIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A flexible, income-focused strategy with a now stable team.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

Westwood Income Opportunity features a well-resourced and aptly constructed multi-asset team that has found stability, earning a People Pillar upgrade to Above Average. However, elevated fees and a dynamic approach that introduces ample volatility continue to limit the fund’s long-term appeal.

by Adam Millson
Rated on Published on

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