Mutual Funds

Westwood Funds

Exchange Hours Website
9:30 - 15:59 ET westwoodgroup.com/products/mutual-funds/


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum 1
Load
Type
Share
Class
Transaction
Fee
WHG SMALLCAP FUND WHGSX N/A USD 500,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD GLOBAL EQUITY FUND WWGEX Stock USD 1,000,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD OPPORTUNISTIC HIGH YIELD FUND WWHYX Bond USD 500,000 USD 5,000 No Load INSTITUTIONAL Yes
THE ADVISORS' INNER CIRCLE FUND WESTWOOD SMIDCAP PLUS FUND WHGPX N/A USD 500,000 USD 5,000 No Load INSTITUTIONAL Yes
WESTWOOD ALTERNATIVE INCOME FUND ULTRA WMNUX N/A USD 500,000 USD 20,000,000 No Load ULTRA Yes
WESTWOOD ALTERNATIVE INCOME FUND WWACX N/A USD 500,000 USD 1,000 Back-End Load CLASS C No
WESTWOOD HIGH INCOME FUND C WWHCX Bond USD 500,000 USD 1,000 Back-End Load CLASS C No
WESTWOOD INCOME OPPORTUNITY FUND C WWICX N/A USD 500,000 USD 1,000 Back-End Load CLASS C No
WESTWOOD SMALL CAP FUND C WHGCX N/A USD 500,000 USD 1,000 Back-End Load CLASS C No
WESTWOOD SMALLCAP FUND ULTRA WWSYX N/A USD 500,000 USD 2,000,000 No Load ULTRA Yes
WESTWOOD SMIDCAP FUND ULTRA WWSMX N/A USD 500,000 USD 2,000,000 No Load ULTRA Yes
WESTWOOD LARGECAP VALUE FUND C WWLCX N/A USD 500,000 USD 1,000 Back-End Load CLASS C No
WESTWOOD TOTAL RETURN FUND C WTOCX Stock USD 500,000 USD 1,000 Back-End Load CLASS C No
WESTWOOD CAPITAL APP AND INC FUND CL I WLVIX N/A USD 1,000,000 USD 100,000 No Load INSTITUTIONAL Yes
WESTWOOD QUALITY SMALLCAP FUND CL INST WHGSX N/A USD 1,000,000 USD 100,000 No Load INSTITUTIONAL Yes
WESTWOOD SALIENT MLP & ENERGY INFRAS A SMAPX N/A USD 1,000,000 USD 1,000 Front-End Load CLASS A No
WESTWOOD BROADMARK TACTICAL GROWTH INST FTGWX N/A USD 1,000,000 USD 100,000 No Load INSTITUTIONAL Yes
WESTWOOD REALESTATE INCOME FUND INST KIFYX N/A USD 1,000,000 USD 100,000 No Load INSTITUTIONAL Yes
WESTWOOD ALT INC FUND CL INST WMNIX N/A USD 1,000,000 USD 100,000 No Load INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, see our exchange listings.