WWIAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Westwood Income Opportunity A (WWIAX) Ownership - Who owns Westwood Income Opportunity A?

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

WWIAX

Net Assets

496M

Fund Existence

over 17 years

Turnover

57.00

Total Expense Ratio

0.99

Front Load

3.00%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

5000

Morningstar Category

Moderately Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.99

Assets in Top Ten Holdings

93.5M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

40.4M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Number of Long Holdings

134.00

Number of Net Holdings

136.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

17.13%

Gain YTD

-3.681

Annual Yield % from dividends

4.21

Returns for 1 year

3.99

Returns for 3 years

8.88

Returns for 5 years

12.69

Returns for 10 years

-3.04

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details