C
Westwood Income Opportunity Fund A Class WWIAX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
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
3
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, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
B
Microsoft Corp
MSFT - NASDAQ
B
JPMorgan Chase & Co
JPM - NYSE
B
Amgen Inc
AMGN - NASDAQ
C
Bristol-Myers Squibb Co
BMY - NYSE
C
The Goldman Sachs Group Inc
GS - NYSE
Performance
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Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
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2-Year Total Return
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5-Year Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Westwood
Manager/Tenure
(Years)
P. Adrian Helfert (6), Scott Barnard (4), Ben Chittenden (0)
Address
The WHG Funds
Kansas City MO -
Country
United States
Phone Number
--
Investment 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.