Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Westwood Mutual Funds
View all of Westwood’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Westwood Mutual Funds List
1 to 25 of 30 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Westwood Multi-Asset Income Fund A Class | WSDAX | Conservative Allocation | 1.86% | 37 | 0.490% | Low | Front Load | $1,000 | ||
| Westwood Multi-Asset Income Fund Institutional Class | WHGHX | Conservative Allocation | 2.03% | 33 | 0.270% | Low | Institutional | $100,000 | ||
| Westwood Salient Mlp & Energy Infrastructure Fund Institutional Shares | SMLPX | Energy Limited Partnership | 17.93% | 69 | 1.080% | High | Institutional | $100,000 | ||
| Westwood Quality SMidCap Fund Institutional Class | WHGMX | Small Blend | 7.83% | 87 | 0.850% | Below Average | Institutional | $100,000 | ||
| Westwood Income Opportunity Fund A Class | WWIAX | Moderately Conservative Allocation | 2.58% | 75 | 1.020% | Above Average | Front Load | $1,000 | ||
| Westwood Salient Mlp & Energy Infrastructure Fund A Class Shares | SMAPX | Energy Limited Partnership | 17.71% | 73 | 1.320% | Above Average | Front Load | $1,000 | ||
| Westwood Income Opportunity Ultra Class | — | Moderately Conservative Allocation | 2.78% | 73 | 0.770% | Above Average | Institutional | $1M | ||
| Westwood Income Opportunity Fund Institutional Class | WHGIX | Moderately Conservative Allocation | 2.80% | 72 | 0.840% | Above Average | Institutional | $100,000 | ||
| Westwood Quality SMidCap Fund Ultra Shares | WWSMX | Small Blend | 8.04% | 87 | 0.680% | Low | Institutional | $1M | ||
| Westwood Salient Mlp & Energy Infrastructure Fund Ultra Fund | SMRPX | Energy Limited Partnership | 18.01% | 68 | 0.990% | Above Average | Retirement, Large | $1M | ||
| Westwood Broadmark Tactical Growth Fund A Class Shares | FTAGX | Equity Hedged | — | 5.72% | 72 | 1.700% | Above Average | Front Load | $1,000 | |
| Westwood Income Opportunity Fund C Class | WWICX | Moderately Conservative Allocation | 2.02% | 86 | 1.770% | Above Average | Level Load | $1,000 | ||
| Westwood Real Estate Income Fund Institutional Shares | KIFYX | Preferred Stock | −0.09% | 28 | 0.850% | Average | Institutional | $100,000 | ||
| Westwood Quality Value Fund A Class | WWLAX | Large Value | 7.80% | 80 | 0.800% | Low | Front Load | $1,000 | ||
| Westwood Quality SmallCap Fund Ultra Shares | WWSYX | Small Blend | 6.13% | 92 | 0.790% | Below Average | Institutional | $1M | ||
| Westwood Broadmark Tactical Plus Fund Institutional Shares | SBTIX | Equity Hedged | — | 1.90% | 90 | 1.480% | Above Average | Institutional | $100,000 | |
| Westwood Real Estate Income Fund Class A | KIFAX | Preferred Stock | −0.39% | 41 | 1.140% | Average | Front Load | $1,000 | ||
| Westwood Broadmark Tactical Growth Fund Institutional Shares | FTGWX | Equity Hedged | — | 5.93% | 71 | 1.410% | Average | Institutional | $100,000 | |
| Westwood Salient Mlp & Energy Infrastructure Fund C Class Shares | SMFPX | Energy Limited Partnership | 17.02% | 80 | 2.090% | Above Average | Level Load | $1,000 | ||
| Westwood Broadmark Tactical Plus Fund A Class Shares | SBTAX | Equity Hedged | — | 1.75% | 91 | 1.730% | Above Average | Front Load | $1,000 | |
| Westwood Quality Value Fund Institutional Class | WHGLX | Large Value | 7.94% | 79 | 0.630% | Below Average | Institutional | $100,000 | ||
| Westwood Broadmark Tactical Growth Fund C Class Shares | FTGOX | Equity Hedged | — | 5.17% | 75 | 2.360% | Above Average | Level Load | $1,000 | |
| Westwood Broadmark Tactical Plus Fund F Class Shares | BTPIX | Equity Hedged | — | 2.22% | 89 | 1.170% | Average | Institutional | $0 | |
| Westwood Quality Value Fund Ultra Class | — | Large Value | 7.98% | 79 | 0.550% | Below Average | Institutional | $1M | ||
| Westwood Quality SmallCap Fund Institutional Class | WHGSX | Small Blend | 6.02% | 92 | 0.920% | Average | Institutional | $100,000 |
Westwood Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States