TheEdgeResearch
Home / Stocks / WHGIX

Westwood Income Opportunity Fund Institutional Class (WHGIX)

NASDAQ Financial Services Asset Management - Income
$13.62 ▲ +0.52%
Market Cap
$600.2M
Sector
Financial Services
Industry
Asset Management - Income
Beta
0.84
52-Wk Range
12.32-13.71
CEO
Country
US
Currency
USD

Westwood Income Opportunity Fund Institutional Class operates in the Asset Management - Income industry of the Financial Services sector, headquartered in Cincinnati, OH, US. The stock last traded at $13.62, up 0.52% on the session, giving a market capitalisation of $600.2M. Its beta of 0.84 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
2005-12-20
Headquarters
Cincinnati, OH, US
About Westwood Income Opportunity Fund Institutional Class

Under typical circumstances, the fund dedicates over 80% of its overall assets, encompassing any borrowed capital, to a selection of income-generating investments, specifically those offering dividends or interest. The investment strategy emphasizes companies that exhibit robust and expanding cash flow, enabling them to provide a consistent or increasing income stream to shareholders.

Comparable companies

Westwood Income Opportunity Fund Institutional Class is most often compared with the following Financial Services names:

BLWHAFCXHIGJXHRCVXIHAYXIQIITTAXITTIXSLIYXVCV
More research on WHGIX
WHGIX technical analysis WHGIX TheEdge Score Compare against peers
Open full interactive analysis & DCF →