WHGOX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Westwood Income Opportunity Ultra (WHGOX) Ownership - Who owns Westwood Income Opportunity Ultra?

Category: @Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

WHGOX

Net Assets

535M

Fund Existence

about 2 years

Turnover

88.00

Total Expense Ratio

N/A

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

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

Fund Share Class Net Assets

98.9M

Fund Type

OpenEnd

Index Fund

Management Fee

N/A

Modified Duration

6.71

No Load Fund

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

10.905

Annual Yield % from dividends

3.78

Returns for 1 year

11.97

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