Fund Directory - Westwood

Click on the fund symbol for a comprehensive Fund Cost Report.
Ticker Symbol Fund Name Share Class Fund Category
WMNAXWestwood Alternative Income FundAAlternative Equity Market-Neutral
WWACXWestwood Alternative Income FundCAlternative Equity Market-Neutral
WMNIXWestwood Alternative Income FundInstitutionalAlternative Equity Market-Neutral
WMNUXWestwood Alternative Income FundUltraAlternative Equity Market-Neutral
FTAGXWestwood Broadmark Tactical Growth FundAAbsolute Return
FTGOXWestwood Broadmark Tactical Growth FundCAbsolute Return
FTGWXWestwood Broadmark Tactical Growth FundInstitutionalAbsolute Return
SBTAXWestwood Broadmark Tactical Plus FundAAbsolute Return
SBTCXWestwood Broadmark Tactical Plus FundCAbsolute Return
BTPIXWestwood Broadmark Tactical Plus FundFAbsolute Return
SBTIXWestwood Broadmark Tactical Plus FundInstitutionalAbsolute Return
WSDAXWestwood High Income FundAMixed-Asset Target Allocation Conservative
WWHCXWestwood High Income FundCMixed-Asset Target Allocation Conservative
WHGHXWestwood High Income FundInstitutionalMixed-Asset Target Allocation Conservative
WWIAXWestwood Income Opportunity FundAMixed-Asset Target Allocation Conservative
WWICXWestwood Income Opportunity FundCMixed-Asset Target Allocation Conservative
WHGIXWestwood Income Opportunity FundInstitutionalMixed-Asset Target Allocation Conservative
WHGOXWestwood Income Opportunity FundUltraMixed-Asset Target Allocation Conservative
WQAIXWestwood Quality AllCap FundInstitutionalMulti-Cap Value
WQAUXWestwood Quality AllCap FundUltraMulti-Cap Value
WWMCXWestwood Quality MidCap FundInstitutionalMid-Cap Value
WHGMXWestwood Quality SMidCap FundInstitutionalSmall-Cap Core
WWSMXWestwood Quality SMidCap FundUltraSmall-Cap Core
WHGAXWestwood Quality SmallCap FundASmall-Cap Core
WHGCXWestwood Quality SmallCap FundCSmall-Cap Core
WHGSXWestwood Quality SmallCap FundInstitutionalSmall-Cap Core
WWSYXWestwood Quality SmallCap FundUltraSmall-Cap Core
WWLAXWestwood Quality Value FundALarge-Cap Value
WWLCXWestwood Quality Value FundCLarge-Cap Value
WHGLXWestwood Quality Value FundInstitutionalLarge-Cap Value
WHGQXWestwood Quality Value FundUltraLarge-Cap Value
KIRAXWestwood Salient Global Real Estate FundAGlobal Real Estate
KIRCXWestwood Salient Global Real Estate FundCGlobal Real Estate
KIRYXWestwood Salient Global Real Estate FundInstitutionalGlobal Real Estate
SMAPXWestwood Salient MLP & Energy Infrastructure FundAEnergy MLP
SMFPXWestwood Salient MLP & Energy Infrastructure FundCEnergy MLP
SMLPXWestwood Salient MLP & Energy Infrastructure FundInstitutionalEnergy MLP
SMRPXWestwood Salient MLP & Energy Infrastructure FundUltraEnergy MLP
KIFAXWestwood Salient Select Income FundAReal Estate
KIFCXWestwood Salient Select Income FundCReal Estate
KIFYXWestwood Salient Select Income FundInstitutionalReal Estate
WSCIXWestwood SmallCap Growth FundInstitutionalSmall-Cap Growth
WWTAXWestwood Total Return FundALarge-Cap Core
WTOCXWestwood Total Return FundCLarge-Cap Core
WLVIXWestwood Total Return FundInstitutionalLarge-Cap Core

This directory is refreshed monthly, most recently on Feb 9, 2024.