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Mutual Funds

Westwood Funds

Exchange Hours Website
9:30 - 15:59 ET www.westwoodfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
WHG INCOME OPPORTUNITY FUND INST'L CLASS WHGIX Mixed Investments USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WHG SMID CAP FUND WHGMX Equity USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WHG LARGECAP VALUE FUND WHGLX Equity USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD TOTAL RETURN FUND WLVIX Stock USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WHG SMALLCAP FUND WHGSX Equity USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD HIGH INCOME FUND WHGHX Bond USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD GLOBAL EQUITY FUND WWGEX Stock USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD ALTERNATIVE INCOME INST WMNIX Alternatives USD 3,000,000 USD 100,000 No Load INSTITUTIONAL Yes
WESTWOOD MLP AND STRATEGIC ENERGY FUND WMLPX N/A USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD OPPORTUNISTIC HIGH YIELD FUND WWHYX Bond USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
THE ADVISORS' INNER CIRCLE FUND WESTWOOD SMIDCAP PLUS FUND WHGPX N/A USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.