The Tide is Turning on Bonds
Rates are Rising
Inflation is Rising
Learn more about how WHGIX may help you grow capital without over-stretching for yield to manage retirement income.
Westwood Income Opportunity (WHGIX) | Hypothetical Investment & Withdrawal Example
$100,000 Initial Investment, 5% Annual Withdrawal, 3% Annual Distribution Growth, Monthly Distributions, Since 2006
Westwood Income Opportunity (WHGIX) | Risk and Return Comparison (1/1/2006 – 9/30/2018)
Annualized performance for WHGIX as of 9/30/2018 is: One Yr: 4.94%; Three Yrs: 7.43%; Five Yrs: 5.91%; Ten Yrs: 7.83%. Annualized performance for the blended benchmark as of 9/30/2018 is: One Yr: 4.85%; Three Yrs: 6.47%; Five Yrs: 6.43%; Ten Yrs: 6.48%. 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.