WHGOX

AS OF

Feb 3 closing price

Price

$13.28

Change

+$0.55 (+4.32%)

Net Assets

594.9M

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WHGOX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Westwood Income Opportunity Ultra (WHGOX) Ownership - Who owns Westwood Income Opportunity Ultra?

The investment seeks to provide current income; long-term capital appreciation is a secondary objective... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

WHGOX

Net Assets

595M

Fund Existence

about 3 years

Turnover

67.00

Total Expense Ratio

0.76

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.76

Assets in Top Ten Holdings

93.5M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

10.06

Fund of Funds

Fund Share Class Net Assets

126M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

6.49

No Load Fund

Yes

Number of Long Holdings

147.00

Number of Net Holdings

149.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

23.05%

Gain YTD

2.822

Annual Yield % from dividends

3.47

Returns for 1 year

12.44

Returns for 3 years

31.30

Returns for 5 years

N/A

Returns for 10 years

N/A

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These past five trading days, the mutual fund lost 0.00%.

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published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

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