WWIAX

AS OF

Feb 3 closing price

Price

$13.27

Change

+$0.55 (+4.32%)

Net Assets

594.08M

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WWIAX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Westwood Income Opportunity A (WWIAX) Ownership - Who owns Westwood Income Opportunity A?

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

WWIAX

Net Assets

594M

Fund Existence

about 18 years

Turnover

67.00

Total Expense Ratio

1.01

Front Load

3.00%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

5000

Morningstar Category

Moderately Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.01

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

47.9M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

6.49

No Load Fund

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

2.802

Annual Yield % from dividends

3.22

Returns for 1 year

12.16

Returns for 3 years

30.34

Returns for 5 years

16.29

Returns for 10 years

25.06

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

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General Information

Category ModerateAllocation

Profile

Fundamentals

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