| 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% |
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