Westwood Alternative Income FundWWACX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$160.0M
Expense ratio
—
1-year return
+2.8%
3 years, a year
+2.4%
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 Inc | 4.64% |
| AEIS Advanced Energy Industries Inc | 4.00% |
| Seagate Hdd Cayman | 3.56% |
| DOCN Digitalocean Holdings Inc | 3.22% |
| MKSI Mks Inc | 2.71% |
| ON On Semiconductor Corp | 2.67% |
| OSIS Osi Systems Inc | 2.55% |
| MCHP Microchip Technology Inc | 2.50% |
| AKAM Akamai Technologies Inc | 2.46% |
| Solaris Energy Infrastructure Inc | 2.39% |
More on WWACX.
- WWACX overview
- WWACX holdings
- WWACX risk
- WWACX costs
- WWACX money in and out
- WWACX share classes
- Compare WWACX with other funds
Returns after fees, from the fund's SEC filings up to Jan 2025. Past returns are not a promise. Not financial advice.