Westwood Alternative Income Fund - C Class Shares (WWACX)
The Westwood Alternative Income Fund (ticker: WWACX) is a mutual fund that primarily invests in alternative income assets, such as real estate investment trusts (REITs), master limited partnerships (MLPs), and high-yield bonds. This fund aims to provide investors with a steady stream of income while also seeking capital appreciation. The C Class shares of this fund have a lower expense ratio compared to other share classes, making it a more cost-effective option for investors. With a focus on alternative income sources, the Westwood Alternative Income Fund offers a unique investment opportunity for those looking to diversify their portfolio.
WWACX Mutual Fund Chart & Stats
- Previous Close
- $9.76
- Sub-Category
- Asset Allocation
- Total Liabilities
- $48.04M
- Expense Ratio
- 1.20%
- Holding Count
- 70
- Brand
- Ultimus Managers Trust
- Category
- Alternative
- Total Assets
- 175.65M
- Shares Outstanding
- N/A
- 52-Week Range
- $9.76 - $9.76
Top 10 Holdings
| Name | Weight % |
|---|---|
| USD_CASHRoyal Caribbean Group | 4.19% |
| USD_CASHFirst American Funds Inc. | 3.21% |
| USD_CASHMerit Medical Systems Inc. | 2.71% |
| USD_CASHLantheus Holdings Inc | 2.66% |
| USD_CASHNorthern Oil And Gas, Inc. | 2.61% |
| USD_CASHLive Nation Entertainment, Inc. | 2.32% |
| USD_CASHAlnylam Pharmaceuticals Inc. | 2.25% |
| USD_CASHMP Materials Corp | 2.23% |
| USD_CASHWestern Digital Corp. | 2.21% |
| USD_CASHHalozyme Therapeutics Inc | 2.09% |
| Total | 26.47% |
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