Westwood Multi-Asset Income Fund Institutional Class WHGHX Strategy
Strategy
The investment seeks to maximize total return through a high level of current income and capital appreciation. The fund has flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Under normal circumstances, it invests at least 80% of its net assets in securities of U.S. issuers. U.S. issuers include the U.S. government and its agencies and instrumentalities. The fund has a neutral allocation of 80% of its total assets in debt securities and 20% of its total assets in equity securities.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
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Minimum Initial Investment
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1-Year Net Flow
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WHGHX
| Westwood Multi-Asset Income Fund Institutional Class | Institutional | Open | $107.34M | 0.270% | Low | $100,000 | $2.68M | |||
WSDAX
| Westwood Multi-Asset Income Fund A Class | Front Load | Open | $6.41M | 0.490% | Low | $1,000 | −$2.97M |