WHG Income Opportunity InstWHGIX

Morningstar Rating

Fund Research and Analysis

by Andrew Gogerty

WHG Income Opportunity has long-term appeal, but it should be cheaper.

This conservative-allocation offering's mild 4.6% decline in 2008 was one of the group's smallest, well ahead of its typical rival's 19% loss. The fund's focus on high-quality securities--those Read more

Kudos

Experienced management team.

Strong since-inception returns. Read more

Risks

Above-median expenses.

The portfolio's makeup can vary widely from time to time. Read more

Strategy

This fund uses an internal, equally weighted benchmark of the S&P 500 Index, NAREIT index, 10-year U.S. Treasuries, and Treasury bills to gauge performance. Management's goal is to first deliver Read more

Management

Westwood's senior management team collectively oversees all of its investment strategies. At this offering, Mark Freeman oversees the fund's day-to-day operations along with Todd Williams and Scott Lawson. Read more

Inside Scoop

This fund is off to a strong start. Read more

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