Mutual Funds - Profile

Westwood Alternative Income Fund

US > >

Rank

Universe Rank

Summary

The fund seeks to provide absolute returns by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests primarily in income producing convertible securities.

The team seeks to identify undervalued convertible securities to assess a security’s income characteristics, liquidity, credit quality, volatility and equity value.

As part of the process, the team favors companies with superior business models, quality management, and favorable More

Price

  • Last Close
  • $10.8
    -0.01
  • 52 Week HL
  • $11.07 - $10.59
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Documents

  • Annual Reports
  • Website

Performance
-0.3 % YTD

  • 3 Year
  • 0%
  • 5 Year
  • 0%
  • Best
  • -0.28%
    2022
  • Worst
  • -0.28%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
WMNIX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -0.4% - - - - - - - - - -
Q2 - -100% - - - - - - - - -
Q3 - 0.8% - - - - - - - - -
Q4 - -1.2% - - - - - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -0.3% - - - - - - - - - - -
2021 - - - - - - - 0.4% 0.2% 0.6% -0.5% -1.3%

Annual
Return

Index Comparison

Alpha

NAV