1 / 5 Stars
5 5 5 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#71 in Moderate Allocation
U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 9.83 percent over the past year, 8.88 percent over the past three years, and 12.02 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.2%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||12.0%|
|10 Years (Annualized)||N/A|
The investment seeks to provide current income; long-term capital appreciation is a secondary objective. The fund normally invests more than 80% of assets in dividend-paying and/or interest-bearing securities. It generally invests insecurities of domestic companies, but may also invest in securities of foreign companies and American Depositary Receipts ("ADRs"). The fund is permitted to invest in companies of any capitalization range.
Fees are Above Average compared to funds in the same category.
Westwood Income Opportunity Fund has an expense ratio of 1.11 percent.
Risk is Low compared to funds in the same category according to Morningstar.