C
Westwood Multi-Asset Income Fund Institutional Class WHGHX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
Turnover Ratio
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Reward
Risk
Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Institutional Only, Automatic Investment Plan, Qualified Investment, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
C
The Goldman Sachs Group Inc
GS - NYSE
C
Lockheed Martin Corp
LMT - NYSE
C
Apple Inc
AAPL - NASDAQ
Performance
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Forward Dividend Yield
Price
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52-Week High
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NAV
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Beta / Standard Deviation
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Standard Deviation
Company Information
Provider
Westwood
Manager/Tenure
(Years)
P. Adrian Helfert (5), Hussein Adatia (4), Scott Barnard (4)
Address
The WHG Funds
Kansas City MO -
Country
United States
Phone Number
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Investment Strategy
The investment seeks to maximize total return through a high level of current income and capital appreciation. The fund has flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Under normal circumstances, it invests at least 80% of its net assets in securities of U.S. issuers. U.S. issuers include the U.S. government and its agencies and instrumentalities. The fund has a neutral allocation of 80% of its total assets in debt securities and 20% of its total assets in equity securities.