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Westwood Income Opportunity Fund A Class (WWIAX)

US Funds

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12.42 0.00 0%

26/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 44.88M

Type: Fund

Market: United States

Issuer: Westwood

Asset Class: Equity

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WWIAX Overview

Find basic information about the Westwood Income Opportunity Fund A Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WWIAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change13.22%

Prev. Close12.42

Risk Rating

TTM Yield4.09%

ROE20.27%

IssuerWestwood

Turnover20%

ROA8.45%

Inception Date39447

Total Assets44.88M

Expenses0.99%

Min. Investment1,000

Market Cap103.64B

CategoryAllocation - - 30% to 50% Equity

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Westwood Income Opportunity Fund A Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1098	1057	1191	1073	1286	1626
Fund Return	9.78%	5.71%	19.07%	2.36%	5.16%	4.98%
Place in category	166	179	135	254	203	114
% in Category	37	35	29	57	52	39

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood SmallCap Value Institution	495.36M	4.20	3.17	7.71
Westwood Income Opportunity Instl	382.93M	8.19	1.42	4.91
Westwood LargeCap Value Institution	226.65M	12.52	8.16	9.48
Westwood SMidCap Institutional	81.18M	11.78	7.46	7.99

Top Funds for Allocation--30% to 50% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Wellesley Income Admiral	41.85B	6.74	1.69	5.46
Vanguard LifeStrategy Cnsrv Gr Inv	10.3B	7.28	1.03	4.88
Vanguard Tax-Managed Balanced Adm	10.1B	10.11	4.20	7.44
Vanguard Wellesley Income Inv	8.75B	6.68	1.61	5.39
BlackRock Multi-Asset Income Instl	6.03B	7.59	2.14	4.29

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Bonds 4.625%	-	2.21	-	-
Microsoft	US5949181045	2.16	427.99	+2.20%
JPMorgan	US46625H1005	2.13	249.97	-0.13%
Energy Transfer	US29273V1008	1.80	19.20	+1.21%
Walmart	US9311421039	1.80	91.31	+2.02%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westwood Income O.	12.42	0.00	0%