| Amount | Holding |
|---|---|
| 3.63% | United States Treasury Notes 0.25% |
| 2.93% | United States Treasury Notes 0.88% |
| 2.50% | Barrick Gold Corp |
| 2.45% | United States Treasury Bonds 2.38% |
| 2.43% | Citrix Systems Inc. 3.3% |
| 2.22% | Truist Financial Corporation 5.05% |
| 2.20% | Morgan Stanley 5.44% |
| 2.10% | Citigroup Inc. 5.9% |
| 2.07% | Truist Financial Corporation 2.5% |
| 1.95% | United States Treasury Notes 0.12% |
| 1.90% | Microsoft Corp |
| 1.81% | Goldman Sachs Group, Inc. 5.38% |
| 1.76% | Apple Inc |
| 1.72% | Gilead Sciences Inc |
| 1.71% | PepsiCo Inc |
| 1.69% | AT&T Inc |
| 1.65% | Medtronic PLC |
| 1.65% | Zimmer Biomet Holdings Inc |
| 1.61% | The Home Depot Inc |
| 1.59% | PNC Financial Services Group Inc Deposit Shs Repr 1/4000th Non-Cum Perp Pfd |
| 1.56% | Wells Fargo & Co Deposit Shs Repr 1/1000th 5.85 % Non-Cum Perp Pfd Shs -A- |
| 1.54% | Colgate-Palmolive Co |
| 1.53% | U.S. Bancorp Shs Repr 1/1000th Non-Cum Perpetual Pfd Shs Series -B- |
| 1.53% | Federal Home Loan Mortgage Corporation 3% |
| 1.51% | Dell International L.L.C. and EMC Corporation 8.35% |
Expense Ratio Rating
4 /10
Expense Rating
0 /10
Market Score
6 /10
Category Score
5 /10
Market Size
6 /10
$WWIAX Alternatives
36%
FI Score
- wwiax
- Mutual Fund
- Allocation
- All-In-One
Westwood Income Opportunity Fund A Class
Expenses: 1.10% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why ยป