WSDAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Westwood Multi-Asset Income A (WSDAX) Ownership - Who owns Westwood Multi-Asset Income A?

The investment seeks to maximize total return through a high level of current income and capital appreciation... Show more

Category: #Conservative Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

WSDAX

Net Assets

106M

Fund Existence

almost 12 years

Turnover

65.00

Total Expense Ratio

1.13

Front Load

3.00%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.22

Assets in Top Ten Holdings

12.3M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

8.05

Fund of Funds

Fund Share Class Net Assets

8.93M

Fund Type

OpenEnd

Index Fund

Management Fee

0.70

Modified Duration

5.22

No Load Fund

Number of Long Holdings

143.00

Number of Net Holdings

145.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

21.98%

Gain YTD

-1.405

Annual Yield % from dividends

5.89

Returns for 1 year

5.99

Returns for 3 years

18.21

Returns for 5 years

38.01

Returns for 10 years

54.06

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Category ConservativeAllocation

Profile

Fundamentals

Details