Morningstar

Westwood Mutual Funds

View all of Westwood’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Westwood Funds List

Share Class Type

1 to 25 of 41 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Westwood Income Opportunity UltraWHGOXModerately Conservative Allocation9.81%240.740%Above AverageInstitutional$1.0 Mil
Westwood Multi-Asset Income AWSDAXHigh Yield Bond9.55%50.950%Below AverageFront Load$1,000
Westwood Multi-Asset Income InstlWHGHXHigh Yield Bond9.67%40.720%Above AverageInstitutional$100,000
Westwood Quality SMidCap Fund UltraWWSMXSmall Blend11.10%310.680%LowInstitutional$1.0 Mil
Westwood Quality SmallCap Fund UltraWWSYXSmall Blend5.91%860.790%LowInstitutional$1.0 Mil
Westwood Broadmark Tactical Plus FBTPIXLong-Short Equity—2.79%911.270%Below AverageInstitutional$0
Westwood Income Opportunity AWWIAXModerately Conservative Allocation9.60%340.990%AverageFront Load$1,000
Westwood Income Opportunity InstlWHGIXModerately Conservative Allocation9.72%270.810%Above AverageInstitutional$100,000
Westwood Quality SMidCap Fund InstWHGMXSmall Blend10.95%320.860%Below AverageInstitutional$100,000
Westwood Quality SmallCap Fund InstWHGSXSmall Blend5.76%860.920%AverageInstitutional$100,000
Westwood Quality Value Fund AWWLAXLarge Value11.99%860.800%LowFront Load$1,000
Westwood Quality Value Fund InstWHGLXLarge Value12.06%850.620%Below AverageInstitutional$100,000
Westwood Quality Value UltraWHGQXLarge Value12.00%860.550%Below AverageInstitutional$1.0 Mil
Westwood Real Estate Inc InstKIFYXPreferred Stock11.29%401.010%Above AverageInstitutional$100,000
Westwood Real Estate Income AKIFAXPreferred Stock11.03%491.250%Above AverageFront Load$1,000
Westwood Salient MLP & Engy Infras ASMAPXEnergy Limited Partnership27.95%541.400%Above AverageFront Load$1,000
Westwood Salient MLP & Engy Infras CSMFPXEnergy Limited Partnership27.20%572.130%Above AverageLevel Load$1,000
Westwood Salient MLP & Engy Infras InstSMLPXEnergy Limited Partnership28.38%481.150%HighInstitutional$100,000
Westwood Salient MLP & Engy Infras UltrSMRPXEnergy Limited Partnership28.16%511.060%HighRetirement, Large$1.0 Mil
Westwood Broadmark Tactical Gr InstFTGWXLong-Short Equity—5.81%731.460%AverageInstitutional$100,000
Westwood Broadmark Tactical Growth AFTAGXLong-Short Equity—5.61%741.730%AverageFront Load$1,000
Westwood Broadmark Tactical Growth CFTGOXLong-Short Equity—5.06%792.430%Above AverageLevel Load$1,000
Westwood Broadmark Tactical Pls InstSBTIXLong-Short Equity—2.50%911.580%Above AverageInstitutional$100,000
Westwood Broadmark Tactical Plus ASBTAXLong-Short Equity—2.27%921.790%Above AverageFront Load$1,000
Westwood Broadmark Tactical Plus CSBTCXLong-Short Equity—1.76%922.570%HighLevel Load$1,000

Westwood Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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