Westwood Income is trading at 11.93 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 11.97. Westwood Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 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. The fund aims to invest in securities of companies with a strong and improving cash flow sufficient to support a sustainable or rising income stream for investors.. More on Westwood Income Opportunity
Westwood Income Opportunity [WWICX] 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 646.76 M in net assets with no minimum investment requirementsWestwood Income Oppo is currently producing year-to-date (YTD) return of 0.25% with the current yeild of 0.03%, while the total return for the last 3 years was 2.38%.
Check Westwood Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Westwood Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Westwood Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Westwood Income Opportunity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Westwood Income Opportunity Mutual Fund Constituents
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.