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
WHG SMALLCAP FUND WHGSX USD 5,000 USD 0 N/A 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
THE ADVISORS' INNER CIRCLE FUND WESTWOOD SMIDCAP PLUS FUND WHGPX USD 5,000 USD 5,000 N/A No Load INSTITUTIONAL Yes
WESTWOOD ALTERNATIVE INCOME FUND ULTRA WMNUX USD 20,000,000 USD 20,000,000 N/A No Load ULTRA Yes
WESTWOOD ALTERNATIVE INCOME FUND WWACX USD 1,000 USD 1,000 N/A Back-End Load CLASS C No
WESTWOOD HIGH INCOME FUND C WWHCX USD 1,000 USD 1,000 Bond Back-End Load CLASS C No
WESTWOOD INCOME OPPORTUNITY FUND C WWICX USD 1,000 USD 1,000 N/A Back-End Load CLASS C No
WESTWOOD SMALL CAP FUND C WHGCX USD 1,000 USD 1,000 N/A Back-End Load CLASS C No
WESTWOOD SMALLCAP FUND ULTRA WWSYX USD 2,000,000 USD 2,000,000 N/A No Load ULTRA Yes
WESTWOOD SMIDCAP FUND ULTRA WWSMX USD 2,000,000 USD 2,000,000 N/A No Load ULTRA Yes
WESTWOOD LARGECAP VALUE FUND C WWLCX USD 1,000 USD 1,000 N/A Back-End Load CLASS C No
WESTWOOD TOTAL RETURN FUND C WTOCX USD 1,000 USD 1,000 Stock Back-End Load CLASS C No
WESTWOOD CAPITAL APP AND INC FUND CL I WLVIX USD 100,000 USD 100,000 N/A No Load INSTITUTIONAL Yes
WESTWOOD QUALITY SMALLCAP FUND CL INST WHGSX USD 100,000 USD 100,000 N/A No Load INSTITUTIONAL Yes
WESTWOOD SALIENT MLP & ENERGY INFRAS A SMAPX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
WESTWOOD BROADMARK TACTICAL GROWTH INST FTGWX USD 100,000 USD 0 N/A No Load INSTITUTIONAL Yes
WESTWOOD SELECT INCOME FUND INST KIFYX USD 100,000 USD 100,000 N/A No Load INSTITUTIONAL Yes
WESTWOOD ALT INC FUND CL INST WMNIX USD 100,000 USD 0 N/A No Load INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.