About WWIAX
Westwood Income Opportunity Fund Class A Shares is a multi-asset mutual fund designed to provide investors with current income as its primary objective, while also seeking long-term capital appreciation. The fund follows a bottom-up investment approach, focusing on individual security selection and sector rotation to balance income generation, capital growth, and downside risk. Its strategy offers flexibility to invest across various U.S. bond sectors, as well as high-quality hybrid and equity income-producing securities, allowing the fund to adapt to shifts in the economic environment. Westwood Income Opportunity Fund maintains a strategic allocation with a significant fixed income exposure—typically around 60%—and adheres to a minimum average credit quality of investment grade. It is structured for those seeking a conservative income allocation, a defensive equity component, or a tactical alpha sleeve within a diversified portfolio. The fund is known for its disciplined investment process, with an emphasis on risk management and stability, and plays a significant role for investors looking for consistent income with moderate growth potential in the U.S. market.
Fund Family Westwood
Category Allocation--30% to 50% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WWIAX
Share Class A Class Shares
Index Bloomberg U.S. Aggregate Bond TR
WWIAX had a total return of 16.40% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.26%.
