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Westwood Income Opportunity Instl WHGIX

Analyst rating as of
NAV / 1-Day Return
10.27  /  1.44 %
Total Assets
644.1 Mil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Fee Level
High
Longest Manager Tenure
3.53 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.41%
Turnover
82%

Morningstar’s Fund Analysis WHGIX

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Westwood Announces Impending Acquisition of Salient Partners' Asset-Management Business

Senior Analyst

Analyst Note

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On May 26, 2022, Westwood announced it has entered into a definitive agreement with Salient Partners to acquire the firm’s asset-management business. The deal is expected to close during the fourth quarter of 2022 and will increase Westwood’s assets under management by $4.5 billion to $18.4 billion.

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