WHGIX

About WHGIX

The Westwood Income Opportunity Fund Institutional Class is a multi-asset mutual fund designed to generate a combination of income and capital appreciation through a flexible investment approach. Its primary function is to invest more than 80% of assets in dividend-paying and interest-bearing securities, targeting companies with robust and improving cash flows to ensure a sustainable or rising income stream. The fund typically maintains an allocation near 30% to 50% equities, with the balance in bonds and cash, positioning it within the moderately conservative allocation category. The portfolio is diversified across sectors—such as technology, energy, healthcare, and financial services—and also includes select government securities. This strategy aims to provide investors with conservative income while mitigating downside risk, making the fund suitable for institutions seeking stability alongside growth potential. Its active management style allows for tactical shifts in asset allocation, with a high turnover rate reflecting its dynamic response to market conditions. The fund plays a notable role in the market for those seeking a blend of income and moderate growth through diversified exposure to both equity and fixed income investments.