Westwood Alternative Income FundWMNIX

MUTUAL FUNDWestwood
Type
Mutual fund
Peer group
Taxable bond
Net assets
$160.0M
Expense ratio
0.90%
1-year return
+7.9%
3 years, a year
+7.1%
5 years, a year
—
Holdings
132

What it aims to do.

The investment objective of the Westwood Alternative Income Fund (the Fund or Alternative Income Fund) seeks to provide absolute returns through a combination of current income and capital appreciation with low correlation to equity and fixed income markets.

Top 10 holdings.

Holding% of fund
First American Funds Inc4.64%
AEIS Advanced Energy Industries Inc4.00%
Seagate Hdd Cayman3.56%
DOCN Digitalocean Holdings Inc3.22%
MKSI Mks Inc2.71%
ON On Semiconductor Corp2.67%
OSIS Osi Systems Inc2.55%
MCHP Microchip Technology Inc2.50%
AKAM Akamai Technologies Inc2.46%
Solaris Energy Infrastructure Inc2.39%

More on WMNIX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.