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
WWTAXWestwood Capital Appreciation and Income FundAFlexible Portfolio
WTOCXWestwood Capital Appreciation and Income FundCFlexible Portfolio
WLVIXWestwood Capital Appreciation and Income FundInstitutionalFlexible Portfolio
KIRAXWestwood Global Real Estate FundAGlobal Real Estate
KIRCXWestwood Global Real Estate FundCGlobal Real Estate
KIRYXWestwood Global Real Estate FundInstitutionalGlobal Real Estate
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
WSDAXWestwood Multi-Asset Income FundAMixed-Asset Target Allocation Conservative
WWHCXWestwood Multi-Asset Income FundCMixed-Asset Target Allocation Conservative
WHGHXWestwood Multi-Asset Income FundInstitutionalMixed-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
KIFAXWestwood Real Estate Income FundAReal Estate
KIFCXWestwood Real Estate Income FundCReal Estate
KIFYXWestwood Real Estate Income FundInstitutionalReal Estate
WEEIWestwood Salient Enhanced Energy Income ETFNatural Resources
MDSTWestwood Salient Enhanced Midstream Income ETFOptions Arbitrage/Option Strategies
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

This directory is refreshed monthly, most recently on Dec 7, 2024.