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Mutual Funds

Westwood Funds

Exchange Hours Website
9:30 - 15:59 ET westwoodgroup.com/products/mutual-funds/


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
WHG SMALLCAP FUND WHGSX USD 5,000 USD 0 N/A No Load INSTITUTIONAL Yes
WESTWOOD GLOBAL EQUITY FUND WWGEX USD 5,000 USD 0 Stock No Load INSTITUTIONAL Yes
WESTWOOD OPPORTUNISTIC HIGH YIELD FUND WWHYX USD 5,000 USD 0 Bond No Load INSTITUTIONAL Yes
THE ADVISORS' INNER CIRCLE FUND WESTWOOD SMIDCAP PLUS FUND WHGPX USD 5,000 USD 5,000 N/A No Load INSTITUTIONAL Yes
WESTWOOD ALTERNATIVE INCOME FUND ULTRA WMNUX USD 20,000,000 USD 20,000,000 N/A No Load ULTRA Yes
WESTWOOD ALTERNATIVE INCOME FUND WWACX USD 1,000 USD 1,000 N/A N/A C Yes
WESTWOOD HIGH INCOME FUND WWHCX USD 1,000 USD 1,000 N/A N/A C Yes
WESTWOOD INCOME OPPORTUNITY FUND WWICX USD 1,000 USD 1,000 N/A N/A C Yes
WESTWOOD QUALITY SMALLCAP FUND WHGCX USD 1,000 USD 1,000 N/A N/A C Yes
WESTWOOD SMALLCAP FUND ULTRA WWSYX USD 2,000,000 USD 2,000,000 N/A No Load ULTRA Yes
WESTWOOD SMIDCAP FUND ULTRA WWSMX USD 2,000,000 USD 2,000,000 N/A No Load ULTRA Yes
WESTWOOD QUALITY VALUE FUND WWLCX USD 1,000 USD 1,000 N/A N/A C Yes
WESTWOOD TOTAL RETURN FUND WTOCX USD 1,000 USD 1,000 N/A N/A C Yes
WESTWOOD TOTAL RETURN FUND WLVIX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL Yes
WESTWOOD QUALITY SMALL CAP FUND WHGSX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.