Mutual Funds

Westwood Funds

Exchange Hours Website
9:30 - 15:59 ET westwoodgroup.com/products/mutual-funds/


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
WESTWOOD INCOME OPPORTUNITY FUND WHGIX USD 5,000 USD 0 Mixed Investments No Load INSTITUTIONAL Yes
WESTWOOD SMIDCAP FUND WHGMX USD 5,000 USD 0 Equity No Load INSTITUTIONAL Yes
WESTWOOD LARGECAP VALUE FUND WHGLX USD 5,000 USD 0 Equity No Load INSTITUTIONAL Yes
WESTWOOD LOW VOLATILITY EQUITY FUND WLVIX USD 5,000 USD 0 Stock No Load INSTITUTIONAL Yes
WESTWOOD SMALLCAP FUND WHGSX USD 5,000 USD 0 Equity No Load INSTITUTIONAL Yes
WESTWOOD SHORT DURATION HIGH YIELD FUND WHGHX USD 5,000 USD 0 Bond No Load INSTITUTIONAL Yes
WESTWOOD SMIDCAP PLUS FUND WHGPX USD 5,000 USD 0 Equity No Load INSTITUTIONAL Yes
WESTWOOD EMERGING MARKETS FUND WWEMX USD 5,000 USD 0 Equity No Load INSTITUTIONAL Yes
WESTWOOD GLOBAL EQUITY FUND WWGEX USD 5,000 USD 0 Stock No Load INSTITUTIONAL Yes
WESTWOOD OPPORTUNISTIC HIGH YIELD FUND WWHYX USD 5,000 USD 0 Bond No Load INSTITUTIONAL Yes
WESTWOOD MLP AND STRATEGIC ENERGY FUND WMLPX USD 5,000 USD 0 Equity No Load INSTITUTIONAL Yes
WESTWOOD WORLDWIDE INCOME OPPORTUNITY FUND WWIOX USD 5,000 USD 0 Bond N/A N/A Yes
WESTWOOD MARKET NEUTRAL INCOME FUND WMNIX USD 5,000 USD 0 Alternatives N/A N/A Yes
THE ADVISORS' INNER CIRCLE FUND WESTWOOD STRATEGIC CONVERTIBLES FUND WSCIX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.