Westwood Multi-Asset Income Fund Institutional Class WHGHX Strategy

| Medalist Rating as of | See Westwood Investment Hub

Strategy

The investment seeks to maximize total return through a high level of current income and capital appreciation. 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.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
WHGHX
Westwood Multi-Asset Income Fund Institutional ClassInstitutionalOpen $107.34M0.270%Low$100,000$2.68M
WSDAX
Westwood Multi-Asset Income Fund A ClassFront LoadOpen $6.41M0.490%Low$1,000−$2.97M

Sponsor Center