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Westwood Income Opportunity A WWIAX

Analyst rating as of
NAV / 1-Day Return
14.08  /  0.72 %
Total Assets
855.8 Mil
Adj. Expense Ratio
1.090%
Expense Ratio
1.090%
Fee Level
Above Average
Longest Manager Tenure
2.14 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.85%
Turnover
111%
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Morningstar’s Analysis

Will WWIAX outperform in future?

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

Another manager change.

Summary

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Manager turnover continues to be a challenge for Westwood Income Opportunity. A manager departure and addition in December 2020 added to a bevy of recent changes, which included three other departures in just over two years. Given the strategy's flexible approach to multi-asset income investing, additional time and demonstrated stability would help build our confidence in the managers' ability to execute over the long haul. The fund maintains a Morningstar Analyst Rating of Neutral across all share classes.

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