Westwood Income Opportunity Fund Quote

WWIAX Fund  USD 12.01  0.04  0.33%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Westwood Income is trading at 12.01 as of the 24th of March 2025; that is 0.33 percent down since the beginning of the trading day. The fund's open price was 12.05. Westwood Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying andor interest-bearing securities. Westwood Income is traded on NASDAQ Exchange in the United States.. More on Westwood Income Opportunity

Moving together with Westwood Mutual Fund

  0.79WSDAX Westwood Short DurationPairCorr
  0.91WWICX Westwood Income OppoPairCorr
  0.93WWLAX Westwood Largecap ValuePairCorr

Westwood Mutual Fund Highlights

Fund ConcentrationWestwood Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Westwood (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2021
Fiscal Year EndOctober
Westwood Income Opportunity [WWIAX] is traded in USA and was established 24th of March 2025. Westwood Income is listed under Westwood category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Westwood family. This fund at this time has accumulated 869.54 M in net assets with no minimum investment requirementsWestwood Income Oppo is currently producing year-to-date (YTD) return of 0.17% with the current yeild of 0.04%, while the total return for the last 3 years was 4.03%.
Check Westwood Income Probability Of Bankruptcy

Instrument Allocation

Top Westwood Income Opportunity Mutual Fund Constituents

HDHome DepotStockConsumer Discretionary
LENLennarStockConsumer Discretionary
JPMJPMorgan Chase CoStockFinancials
TOLToll BrothersStockConsumer Discretionary
FCXFreeport McMoran Copper GoldStockMaterials
AREAlexandria Real EstateStockReal Estate
MSFTMicrosoftStockInformation Technology
SEOXXSei Daily IncomeMoney Market FundUS Money Market Fund
More Details

Westwood Income Oppo Risk Profiles

Westwood Income Against Markets

Other Information on Investing in Westwood Mutual Fund

Westwood Income 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 Income security.
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