Westwood Income Opportunity features a well-resourced and aptly constructed multi-asset team that has found stability, earning a People Pillar upgrade to Above Average. However, elevated fees and a dynamic approach that introduces ample volatility continue to limit the fund’s long-term appeal.
Westwood Income Opportunity Ultra WHGOX Fund Analysis
Morningstar’s Analysis WHGOX
Will WHGOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar