Westwood Market Neutral Fund Quote

WMNIX Fund  USD 9.87  0.01  0.10%   

Performance

Very Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Westwood Market is trading at 9.87 as of the 22nd of March 2025; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 9.86. Westwood Market has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund employs an absolute return strategy, which means that it seeks to earn a positive total return through a combination of current income and capital appreciation in all market conditions, by maintaining a portfolio that is designed to have low volatility and low correlations with equity and fixed income markets over a full market cycle. More on Westwood Market Neutral

Moving together with Westwood Mutual Fund

  0.63WSDAX Westwood Short DurationPairCorr

Moving against Westwood Mutual Fund

  0.56WHGCX Westwood Quality SmallcapPairCorr
  0.55WWSYX Westwood Quality SmallcapPairCorr
  0.55WHGSX Westwood Smallcap ValuePairCorr
  0.55WHGAX Westwood Quality SmallcapPairCorr
  0.46WWMCX Ultimus Managers TrustPairCorr
  0.45WHGMX Westwood SmidcapPairCorr

Westwood Mutual Fund Highlights

Fund ConcentrationWestwood Funds, Large Growth Funds, Relative Value Arbitrage Funds, Relative Value Arbitrage, Westwood (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2021
Fiscal Year EndOctober
Westwood Market Neutral [WMNIX] is traded in USA and was established 22nd of March 2025. Westwood Market is listed under Westwood category by Fama And French industry classification. The fund is listed under Relative Value Arbitrage category and is part of Westwood family. This fund at this time has accumulated 178.49 M in net assets with minimum initial investment of 100 K. Westwood Market Neutral is currently producing year-to-date (YTD) return of 1.86% with the current yeild of 0.03%, while the total return for the last 3 years was 4.89%.
Check Westwood Market Probability Of Bankruptcy

Instrument Allocation

Top Westwood Market Neutral Mutual Fund Constituents

BBIOBridgeBio PharmaStockHealth Care
MCHPMicrochip TechnologyStockInformation Technology
PLUGPlug PowerStockIndustrials
SESeaStockCommunication Services
SEOXXSei Daily IncomeMoney Market FundUS Money Market Fund
IDCCInterDigitalStockInformation Technology
More Details

Westwood Market Neutral Risk Profiles

Westwood Market Against Markets

Other Information on Investing in Westwood Mutual Fund

Westwood Market financial ratios help investors to determine whether Westwood Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Westwood with respect to the benefits of owning Westwood Market security.
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