WHGHX Alternatives & Similar Mutual Funds

Westwood High Income Fund (WHGHX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WHGHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WHGHX

WHGHX charges 0.80% annually. There are 89 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FHYSX	Federated Hermes High-Yield Strategy Portfolio	0.02%	—	Dec 2008	WHGHX vs FHYSX
VWEAX	Vanguard High-Yield Corporate Fund Admiral Shares	0.13%	25.70B	Nov 2001	WHGHX vs VWEAX
PIAMX	PIA High Yield (MACS) Fund	0.20%	—	Dec 2017	WHGHX vs PIAMX
VWEHX	Vanguard High-Yield Corporate Fund Investor Shares	0.23%	25.70B	Dec 1978	WHGHX vs VWEHX
CRDOX	Six Circles Credit Opportunities Fund	0.29%	—	Nov 2020	WHGHX vs CRDOX

Best Risk-Adjusted Alternatives to WHGHX

WHGHX has a PortfoliosLab risk / return rank of 89. There are 48 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
XILSX	Pioneer ILS Interval Fund	100	—	Dec 2014	WHGHX vs XILSX
CCLFX	Cliffwater Corporate Lending Fund	100	—	Mar 2019	WHGHX vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	100	—	Sep 2010	WHGHX vs RPHIX
FSHNX	Fidelity Series High Income Fund	97	—	Mar 2011	WHGHX vs FSHNX
CWFIX	Chartwell Short Duration High Yield Fund	97	—	Jul 2014	WHGHX vs CWFIX

Top Performing WHGHX Alternatives (YTD)

WHGHX is at 4.46% YTD. There are 10 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.43%.

Symbol	Name	YTD Return	AUM	Inception
FAGIX	Fidelity Capital & Income Fund	8.43%	—	Nov 1977	WHGHX vs FAGIX
XILSX	Pioneer ILS Interval Fund	7.97%	—	Dec 2014	WHGHX vs XILSX
FIQTX	Fidelity Advisor High Income Advantage Fund Class ...	7.64%	—	Oct 2018	WHGHX vs FIQTX
FAHCX	Fidelity Advisor High Income Advantage Fund Class ...	7.59%	—	Jul 1995	WHGHX vs FAHCX
FAHYX	Fidelity Advisor High Income Advantage Fund Class ...	7.52%	—	Jan 1987	WHGHX vs FAHYX

Lowest Volatility Alternatives to WHGHX

WHGHX has 4.45% 1-year volatility. There are 163 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.

Symbol	Name	Volatility 1Y	AUM	Inception
CCLFX	Cliffwater Corporate Lending Fund	0.88%	—	Mar 2019	WHGHX vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	0.88%	—	Sep 2010	WHGHX vs RPHIX
CWFIX	Chartwell Short Duration High Yield Fund	1.49%	—	Jul 2014	WHGHX vs CWFIX
SCFIX	Shenkman Capital Short Duration High Income Fund	1.63%	—	Oct 2012	WHGHX vs SCFIX
OSTIX	Osterweis Strategic Income Fund	1.69%	—	Aug 2002	WHGHX vs OSTIX

Lowest Drawdown Alternatives to WHGHX

WHGHX has a 1-year max drawdown of -3.65%. There are 173 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RPHIX	RiverPark Short Term High Yield Fund	-0.10%	—	Sep 2010	WHGHX vs RPHIX
CCLFX	Cliffwater Corporate Lending Fund	-0.19%	—	Mar 2019	WHGHX vs CCLFX
XILSX	Pioneer ILS Interval Fund	-0.21%	—	Dec 2014	WHGHX vs XILSX
MDHVX	MainStay MacKay Short Duration High Yield Fund	-1.06%	—	Dec 2012	WHGHX vs MDHVX
SCFIX	Shenkman Capital Short Duration High Income Fund	-1.11%	—	Oct 2012	WHGHX vs SCFIX

Other Mutual Funds from Westwood

The 4 most viewed Westwood mutual funds shown here include WHGMX, WHGSX, WHGIX and span 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
WHGMX	Westwood Quality SMidCap Fund	Mid Cap Blend Equities	44	14.01%	—	Dec 2005	WHGHX vs WHGMX
WHGSX	Westwood Quality SmallCap Fund	Small Cap Blend Equities	16	9.42%	—	Apr 2007	WHGHX vs WHGSX
WHGIX	Westwood Income Opportunity Fund	Diversified Portfolio	86	7.25%	—	Dec 2005	WHGHX vs WHGIX
WHGLX	Westwood Quality Value Fund	Large Cap Value Equities	22	5.81%	—	Jun 2006	WHGHX vs WHGLX

Often Compared With WHGHX

Investors most often compare WHGHX with FQTIX, FOCIX, PRFRX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FQTIX	Franklin Templeton SMACS: Series I	High Yield Bonds	93	3.55%	—	Jun 2019	WHGHX vs FQTIX
FOCIX	Fairholme Focused Income Fund	High Yield Bonds	41	7.20%	—	Dec 2009	WHGHX vs FOCIX
PRFRX	T. Rowe Price Floating Rate Fund	High Yield Bonds	96	1.39%	—	Jul 2011	WHGHX vs PRFRX
JGH	Nuveen Global High Income Fund	High Yield Bonds	15	5.23%	—	Nov 2014	WHGHX vs JGH
RSIIX	RiverPark Strategic Income Fund	High Yield Bonds	68	1.81%	—	Sep 2013	WHGHX vs RSIIX
PRCPX	T. Rowe Price Credit Opportunities Fund	High Yield Bonds	95	1.79%	—	Apr 2014	WHGHX vs PRCPX
THHYX	Toews Tactical Income Fund	High Yield Bonds	49	0.48%	—	Jun 2010	WHGHX vs THHYX
CPMPX	Changing Parameters Fund	High Yield Bonds	88	0.85%	—	Oct 2006	WHGHX vs CPMPX
PSHNX	Penn Capital Short Duration High Income Fund	High Yield Bonds	96	1.63%	—	Jul 2017	WHGHX vs PSHNX
SHOYX	American Beacon SiM High Yield Opportunities Fund ...	High Yield Bonds	96	2.27%	—	Feb 2011	WHGHX vs SHOYX
SHYPX	American Beacon SiM High Yld Opps Fund	High Yield Bonds	96	2.13%	—	Feb 2011	WHGHX vs SHYPX

Compare WHGHX with Any Fund or Stock

Compare WHGHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair WHGHX with funds that move differently

Westwood High Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WHGHX.

Explore WHGHX Diversifiers

Westwood High Income Fund (WHGHX) Alternatives