Fund Directory - Westwood
Click on the fund symbol for a comprehensive Fund Cost Report.
Ticker Symbol | Fund Name | Share Class | Fund Category |
---|---|---|---|
WMNAX | Westwood Alternative Income Fund | A | Alternative Equity Market-Neutral |
WWACX | Westwood Alternative Income Fund | C | Alternative Equity Market-Neutral |
WMNIX | Westwood Alternative Income Fund | Institutional | Alternative Equity Market-Neutral |
WMNUX | Westwood Alternative Income Fund | Ultra | Alternative Equity Market-Neutral |
FTAGX | Westwood Broadmark Tactical Growth Fund | A | Absolute Return |
FTGOX | Westwood Broadmark Tactical Growth Fund | C | Absolute Return |
FTGWX | Westwood Broadmark Tactical Growth Fund | Institutional | Absolute Return |
SBTAX | Westwood Broadmark Tactical Plus Fund | A | Absolute Return |
SBTCX | Westwood Broadmark Tactical Plus Fund | C | Absolute Return |
BTPIX | Westwood Broadmark Tactical Plus Fund | F | Absolute Return |
SBTIX | Westwood Broadmark Tactical Plus Fund | Institutional | Absolute Return |
WWTAX | Westwood Capital Appreciation and Income Fund | A | Flexible Portfolio |
WTOCX | Westwood Capital Appreciation and Income Fund | C | Flexible Portfolio |
WLVIX | Westwood Capital Appreciation and Income Fund | Institutional | Flexible Portfolio |
KIRAX | Westwood Global Real Estate Fund | A | Global Real Estate |
KIRCX | Westwood Global Real Estate Fund | C | Global Real Estate |
KIRYX | Westwood Global Real Estate Fund | Institutional | Global Real Estate |
WWIAX | Westwood Income Opportunity Fund | A | Mixed-Asset Target Allocation Conservative |
WWICX | Westwood Income Opportunity Fund | C | Mixed-Asset Target Allocation Conservative |
WHGIX | Westwood Income Opportunity Fund | Institutional | Mixed-Asset Target Allocation Conservative |
WHGOX | Westwood Income Opportunity Fund | Ultra | Mixed-Asset Target Allocation Conservative |
WSDAX | Westwood Multi-Asset Income Fund | A | Mixed-Asset Target Allocation Conservative |
WWHCX | Westwood Multi-Asset Income Fund | C | Mixed-Asset Target Allocation Conservative |
WHGHX | Westwood Multi-Asset Income Fund | Institutional | Mixed-Asset Target Allocation Conservative |
WQAIX | Westwood Quality AllCap Fund | Institutional | Multi-Cap Value |
WQAUX | Westwood Quality AllCap Fund | Ultra | Multi-Cap Value |
WWMCX | Westwood Quality MidCap Fund | Institutional | Mid-Cap Value |
WHGMX | Westwood Quality SMidCap Fund | Institutional | Small-Cap Core |
WWSMX | Westwood Quality SMidCap Fund | Ultra | Small-Cap Core |
WHGAX | Westwood Quality SmallCap Fund | A | Small-Cap Core |
WHGCX | Westwood Quality SmallCap Fund | C | Small-Cap Core |
WHGSX | Westwood Quality SmallCap Fund | Institutional | Small-Cap Core |
WWSYX | Westwood Quality SmallCap Fund | Ultra | Small-Cap Core |
WWLAX | Westwood Quality Value Fund | A | Large-Cap Value |
WWLCX | Westwood Quality Value Fund | C | Large-Cap Value |
WHGLX | Westwood Quality Value Fund | Institutional | Large-Cap Value |
WHGQX | Westwood Quality Value Fund | Ultra | Large-Cap Value |
KIFAX | Westwood Real Estate Income Fund | A | Real Estate |
KIFCX | Westwood Real Estate Income Fund | C | Real Estate |
KIFYX | Westwood Real Estate Income Fund | Institutional | Real Estate |
WEEI | Westwood Salient Enhanced Energy Income ETF | Natural Resources | |
MDST | Westwood Salient Enhanced Midstream Income ETF | Options Arbitrage/Option Strategies | |
SMAPX | Westwood Salient MLP & Energy Infrastructure Fund | A | Energy MLP |
SMFPX | Westwood Salient MLP & Energy Infrastructure Fund | C | Energy MLP |
SMLPX | Westwood Salient MLP & Energy Infrastructure Fund | Institutional | Energy MLP |
SMRPX | Westwood Salient MLP & Energy Infrastructure Fund | Ultra | Energy MLP |
This directory is refreshed monthly, most recently on Oct 10, 2024.