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