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.


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 December 11, 2017)
Westwood Funds Ticker NAV Daily Change YTD
Income Opportunity WHGIX $16.01 +0.04 9.98%
Worldwide Income Opportunity WWIOX $10.39 +0.01 11.26%
Market Neutral Income WMNIX $9.92 N/A -0.08%
Short Duration High Yield WHGHX $9.32 N/A 4.02%
Opportunistic High Yield WWHYX $9.94 +0.01 6.73%
MLP and Strategic Energy WMLPX $7.09 +0.09 -4.68%
Low Volatility Equity WLVIX $12.26 +0.02 12.27%
LargeCap Value WHGLX $13.68 N/A 19.27%
SmallCap WHGSX $18.43 -0.08 11.70%
SMidCap Plus+ WHGPX $15.82 -0.03 10.71%
SMidCap WHGMX $17.59 -0.06 9.73%
Emerging Markets WWEMX $9.84 +0.04 22.69%
Strategic Convertibles WSCIX $10.46 +0.02 9.76%
Global Equity WWGEX $13.67 +0.01 18.35%

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

The Low Volatility Equity Fund was formerly known as the Dividend Growth Fund

The SmallCap fund was formerly known as the SmallCap Value Fund

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.

The Westwood Funds are available to U.S. investors only. Westwood Funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Westwood Holdings Group, Inc. or any other affiliate. Check the background of SIDCO on FINRA's BrokerCheck