Nasdaq - Delayed Quote USD

Westwood Alternative Income A (WMNAX)

9.37 0.00 (0.00%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Comerica Bank
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Ameritas NTFN
  • Thrivent – Advisory Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Securities America Advisors
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Securities America Inc.
  • Vanguard TF
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)

Fund Summary

The fund employs an absolute return strategy, which means that it seeks to earn a positive total return through a combination of current income and capital appreciation in all market conditions, by maintaining a portfolio that is designed to have low volatility and low correlations with equity and fixed income markets over a full market cycle. The fund invests primarily in income producing convertible securities.

Fund Overview

Category Relative Value Arbitrage
Fund Family Westwood
Net Assets 114.93M
YTD Return 1.01%
Yield 3.72%
Morningstar Rating
Inception Date Mar 31, 2020

Performance & Risk

YTD Return 0.69%
5y Average Return 0.00%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.11
Morningstar Risk Rating

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