About WSDAX
Westwood Multi-Asset Income Fund A is an actively managed mutual fund designed to deliver high and consistent income, with the potential for capital appreciation. The fund employs a multi-asset strategy, blending a diversified mix of fixed income securities and equities. Typically, it follows an allocation benchmark of 80% to investment-grade bonds, represented by the Bloomberg Barclays U.S. Aggregate Bond Index, and 20% to equities, using the S&P 500 Index as a reference. This approach enables the fund to balance income generation with growth opportunities, appealing to investors seeking stable distributions while maintaining moderate exposure to equity markets.
The fund may invest up to 30% of its assets in equities, including common stocks, American Depositary Receipts, and real estate securities, and is known to adjust positions in response to market conditions. Its sector exposures span a broad set of industries, reflecting a diversified approach. Since its inception in 2011, the fund has played a role as a core holding for conservative allocation portfolios, aiming to deliver both steady income and long-term capital resilience within a risk-managed framework.
Fund Family Westwood
Category Allocation--15% to 30% Equity
Performance Rating High
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol WSDAX
Share Class A Class Shares
Index Bloomberg U.S. Aggregate Bond TR
WSDAX had a total return of 3.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.60%.
