WMNIX : Westwood Alternative Income Fund Institutional Shares

WMNIX is a Alternatives Market Neutral with LOW fees.

WMNIX

Westwood Alternative Income Fund Institutional Shares

FI Score

36 /100

Expense Ratio Rating

9 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

36% FI Score
  • wmnix
  • Mutual Fund
  • Alternatives
  • Neutral

Westwood Alternative Income Fund Institutional Shares

Expenses: 1.15% (Better than 1% of similar funds)

This is a bad choice for a Neutral Alternatives fund. See why ยป

Fund Summary

The investment seeks to provide absolute returns through a combination of current income and capital appreciation with low correlation to equity and fixed income markets. The fund employs an absolute return strategy, which means that it seeks to earn a positive total return through a combination of current income and capital appreciation in all market conditions, by maintaining a portfolio that is designed to have low volatility and low correlations with equity and fixed income markets. The fund invests primarily in income producing convertible securities.

Largest Holdings

Amount Holding
5.56% SEA LTD 0%
5.16% Wright Medical Group N.V. 0%
4.79% Okta Incorporation 0%
4.57% Tesla Inc 0%
4.50% Sony Corporation 0%
4.41% Iqiyi Inc 2%
3.86% Microchip Technology Incorporated 0%
3.85% Allscripts-Misys Healthcare Solutions, Inc 1.25%
3.66% Trip Com Grp Ltd 1%
3.56% Joyy Inc 0%
3.48% Teva Pharmaceutical Finance Company LLC 0.25%
3.33% Angang Steel Co Ltd 0%
3.32% Integra LifeSciences Holdings Corporation 0%
3.29% Tesla Inc Tsla.Oq

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