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WHGIX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Westwood Income Opportunity Instl (WHGIX) Ownership - Who owns Westwood Income Opportunity Instl?

Profile

Category
Moderately Conservative Allocation
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
N/A
Min. Initial Investment
100000.00
Fund Existence
almost 19 years
Turnover
88.00
Front Load
N/A
Net Assets
529135460.00
Manager Tenure
N/A

Fundamentals

WHGIX
Net Assets
529M
Fund Existence
almost 19 years
Turnover
88.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Conservative Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
93.5M
Average Credit Quality
N/A
Average Effective Duration
6.42
Average Effective Maturity
13.64
Fund of Funds
No
Fund Share Class Net Assets
375M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
6.71
No Load Fund
No
Number of Long Holdings
131.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
9.734
Annual Yield % from dividends
3.72
Returns for 1 year
16.76
Returns for 3 years
-3.34
Returns for 5 years
-10.35
Returns for 10 years
3.81
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A