WWICX – Westwood Income Opportunity C Investment Strategy | Morningstar

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Strategy

The investment seeks to provide current income; long-term capital appreciation is a secondary objective. Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying and/or interest-bearing securities. The fund aims to invest in securities of companies with a strong and improving cash flow sufficient to support a sustainable or rising income stream for investors.

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
WHGIX	Westwood Income Opportunity Fund Institutional Class	Institutional	Open			Dec 19, 2005	$400.96M	0.840%	Above Average	$100,000	−$2.92M
—	Westwood Income Opportunity Ultra Class	Institutional	Open			Nov 30, 2022	$126.37M	0.770%	Above Average	$1M	$13.42M
WWIAX	Westwood Income Opportunity Fund A Class	Front Load	Open			Dec 31, 2007	$42.47M	1.020%	Above Average	$1,000	−$3.13M
WWICX	Westwood Income Opportunity Fund C Class	Level Load	Open			Sep 3, 2019	$12.85M	1.770%	Above Average	$1,000	−$892,065.50

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