Westwood Income Opportunity Fund Quote
| WHGIX Fund | USD 12.33 0.07 0.57% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Westwood Income is trading at 12.33 as of the 25th of November 2024; that is 0.57 percent up since the beginning of the trading day. The fund's open price was 12.26. Westwood Income has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Westwood Income Opportunity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of February 2024 and ending today, the 25th of November 2024. 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
Moving together with Westwood Mutual Fund
Westwood Mutual Fund Highlights
| Fund Concentration | Westwood Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Westwood (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2021 |
| Fiscal Year End | October |
Westwood Income Opportunity [WHGIX] is traded in USA and was established 25th of November 2024. 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 minimum initial investment of 100 K. Westwood Income Oppo is currently producing year-to-date (YTD) return of 9.72% with the current yeild of 0.04%, while the total return for the last 3 years was 1.75%.
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
| HON | Honeywell International | Stock | Industrials | |
| ORCL | Oracle | Stock | Information Technology | |
| FCX | Freeport McMoran Copper Gold | Stock | Materials | |
| WMB | Williams Companies | Stock | Energy | |
| BXP | Boston Properties | Stock | Real Estate | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CB | Chubb | Stock | Financials | |
| ABT | Abbott Laboratories | Stock | Health Care |
Westwood Income Oppo Risk Profiles
| Mean Deviation | 0.2817 | |||
| Semi Deviation | 0.2022 | |||
| Standard Deviation | 0.3596 | |||
| Variance | 0.1293 |
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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