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
Minimum
Load
Type
Share
Class
Transaction
Fee
WESTWOOD INCOME OPPORTUNITY FUND WHGIX Mixed Investments USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD SMIDCAP FUND WHGMX Equity USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD LARGECAP VALUE FUND WHGLX Equity USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD LOW VOLATILITY EQUITY FUND WLVIX Stock USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD SMALLCAP FUND WHGSX Equity USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD SHORT DURATION HIGH YIELD FUND WHGHX Bond USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD SMIDCAP PLUS FUND WHGPX Equity USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD EMERGING MARKETS FUND WWEMX Equity 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 OPPORTUNISTIC HIGH YIELD FUND WWHYX Bond USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD MLP AND STRATEGIC ENERGY FUND WMLPX Equity USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD WORLDWIDE INCOME OPPORTUNITY FUND WWIOX Bond USD 3,000,000 USD 5,000 N/A N/A Yes
WESTWOOD MARKET NEUTRAL INCOME FUND WMNIX Alternatives USD 3,000,000 USD 5,000 N/A N/A Yes
THE ADVISORS' INNER CIRCLE FUND WESTWOOD STRATEGIC CONVERTIBLES FUND WSCIX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL Yes