WHGOX

Mutual Fund ticker: NASDAQ

PRICE

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

508M

Fund Existence

over 2 years

Turnover

57.00

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

10.10

Fund of Funds

Fund Share Class Net Assets

95.3M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

6.37

No Load Fund

Yes

Number of Long Holdings

138.00

Number of Net Holdings

140.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

20.01%

Gain YTD

-1.420

Annual Yield % from dividends

4.55

Returns for 1 year

5.06

Returns for 3 years

N/A

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details