With Westwood Funds, individual investors gain access to the same portfolio management teams and investment process that are used by major institutions, endowments and our private wealth clients.

For nearly 30 years, Westwood has provided high-quality investment management services to individuals, corporate and government retirement funds, endowments and foundations. A common theme among the Funds is Westwood's high quality, value-oriented approach and commitment to managing risks while pursuing attractive returns.

NEWS & ANNOUNCEMENTS

Westwood Management's Global Convertibles Portfolio Managers share their insight on the role global convertibles can play as a low-volatility strategy within a portfolio.

MLP Update Podcast

By: Westwood | December 14th, 2015

Listen to Todd Williams, Portfolio Manager at Westwood, as he provides an update on investing in MLP strategies. Click here to access the web presentation.

Daily Share Prices

(as of September 26, 2016)
Westwood Funds Ticker NAV Daily Change YTD
INCOME AND MULTI-ASSET FUNDS
Income Opportunity WHGIX $14.76 -0.04 5.59%
Worldwide Income Opportunity WWIOX $9.62 -0.03 3.72%
Market Neutral Income WMNIX $10.05 N/A 5.03%
Short Duration High Yield WHGHX $9.33 N/A 5.95%
Opportunistic High Yield WWHYX $9.81 -0.01 11.61%
US EQUITY FUNDS
MLP and Strategic Energy WMLPX $7.45 -0.02 17.93%
Dividend Growth WHGDX $10.75 -0.06 4.57%
LargeCap Value WHGLX $11.19 -0.09 5.07%
SmallCap Value WHGSX $14.67 -0.18 12.41%
SMidCap Plus+ WHGPX $13.54 -0.07 4.72%
SMidCap WHGMX $14.95 -0.11 3.17%
GLOBAL & EMERGING MARKET FUNDS
Emerging Markets WWEMX $8.71 -0.09 20.80%
Strategic Global Convertibles WSGCX $9.79 -0.03 1.38%
Global Dividend WWGDX $11.16 -0.1 7.62%
Global Equity WWGEX $11.85 -0.11 8.82%

To view standardized performance, please click on the Quarterly Performance link.

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month end, please call 1-877-FUND-WHG.