Westwood Multi-Asset Income FundWSDAX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$109.7M
Expense ratio
0.49%
1-year return
+13.7%
3 years, a year
-11.5%
5 years, a year
—
Holdings
156
What it aims to do.
The investment objective of the Westwood Multi-Asset Income Fund (formerly, the Westwood High Income Fund) (the Fund or Multi-Asset Income Fund) seeks to maximize total return through a high level of current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Of America - Bureau Of The Public Debt | 1.82% |
| Ultimus Managers Trust | 1.80% |
| GOOGL Alphabet Inc | 1.59% |
| NOG Northern Oil & Gas Inc | 1.26% |
| NVDA Nvidia Corp | 1.24% |
| Icahn Enterprises Lp / Icahn Enterprises Finance Corp | 1.15% |
| First American Funds Inc | 1.09% |
| F Ford Motor Co | 0.99% |
| Pbf Holding Company Llc / Pbf Finance Corp | 0.98% |
| Muvico Llc | 0.97% |
More on WSDAX.
- WSDAX overview
- WSDAX holdings
- WSDAX risk
- WSDAX costs
- WSDAX money in and out
- WSDAX share classes
- Compare WSDAX 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.