Equity market volatility is back. Learn how Westwood’s bottom-up, multi-asset approach may improve client outcomes in the current market environment.
Planning for downturns will be essential as market volatility normalizes.
Westwood Income Opportunity (WHGIX) can help limit downside equity volatility while participating in up markets.
Westwood Income Opportunity (WHGIX) | Emphasis on Loss Limitation
Downside Market Capture During Periods of Market Distress
Annualized performance for WHGIX as of 12/31/2018 is: One Yr: -4.87%; Three Yrs: 4.03%; Five Yrs: 3.66%; Ten Yrs: 7.29%. Annualized performance for the blended benchmark as of 12/31/2018 is: One Yr: -1.31%; Three Yrs: 3.98%; Five Yrs: 5.22%; Ten Yrs: 7.43%. Expense ratio: 0.86%
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.