WWIAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

Category: @Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

WWIAX

Net Assets

535M

Fund Existence

almost 17 years

Turnover

88.00

Total Expense Ratio

N/A

Front Load

N/A

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

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

45.3M

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

10.608

Annual Yield % from dividends

3.54

Returns for 1 year

11.70

Returns for 3 years

6.82

Returns for 5 years

11.86

Returns for 10 years

2.88

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details