Westwood Income Opportunity Fund

Class Inst (WHGIX)
Scorecard
3 / 5 Stars
Lipper
5 5 5 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 20.42 20.42
Stocks 53.78 53.78
Bonds 12.7 12.7
Other 0.0 0.0
Foreign Bonds 1.21 1.21
Foreign Stocks 2.43 2.43
Convertible 0.0 0.0
Preferred 9.46 9.46

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
General Electric Co GE -4.25 2.48
Johnson & Johnson JNJ 17.08 2.45
PepsiCo Inc PEP 8.94 2.44
Novartis AG ADR NVS 17.18 2.43
Travelers Companies, Inc. TRV 6.32 2.23
General Mills, Inc. GIS 7.57 2.2
Jpmorgan Chase Pfd --- --- 2.19
Qualcomm, Inc. QCOM 8.42 2.18
U.S. Bancorp USB 8.45 2.16
Alexandria Real Estate Equities Inc ARE 24.57 1.96

Moderate Allocation Funds

Highest Returns (10-year)

See More Funds