Westwood Income Opportunity FundWHGOX
Type
Mutual fund
Peer group
Allocation
Net assets
$599.0M
Expense ratio
0.77%
1-year return
+17.8%
3 years, a year
+10.5%
5 years, a year
—
Holdings
158
What it aims to do.
The primary investment objective of the Westwood Income Opportunity Fund (the Fund or Income Opportunity Fund) is to provide current income. A secondary investment objective of the Fund is to provide the opportunity for long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOGL Alphabet Inc | 2.50% |
| NVDA Nvidia Corp | 2.00% |
| Ultimus Managers Trust | 1.81% |
| GILD Gilead Sciences Inc | 1.74% |
| MSFT Microsoft Corp | 1.48% |
| WFC Wells Fargo & Company | 1.32% |
| B Barrick Mining Corp | 1.27% |
| JNJ Johnson & Johnson | 1.24% |
| J.P. Morgan Exchange-Traded Fund Trust | 1.24% |
| JPM Jp Morgan Chase & Company | 1.19% |
More on WHGOX.
- WHGOX overview
- WHGOX holdings
- WHGOX risk
- WHGOX costs
- WHGOX money in and out
- WHGOX share classes
- Compare WHGOX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.