Westwood High Income Fund (WHGHX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WHGHX
WHGHX charges 0.80% annually. Among mutual funds in the High Yield Bonds category, these options have the lowest expense ratios among WHGHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | Dec 24, 2008 | WHGHX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.13% | Nov 12, 2001 | WHGHX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | Dec 26, 2017 | WHGHX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.23% | Dec 27, 1978 | WHGHX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | Nov 22, 2020 | WHGHX vs CRDOX |
Best Risk-Adjusted Alternatives to WHGHX
Among mutual funds in the High Yield Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | Dec 16, 2014 | WHGHX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | Mar 6, 2019 | WHGHX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | Sep 30, 2010 | WHGHX vs RPHIX | |
| T. Rowe Price Floating Rate Fund | 99 | Jul 29, 2011 | WHGHX vs PRFRX | |
| T. Rowe Price Credit Opportunities Fund | 98 | Apr 29, 2014 | WHGHX vs PRCPX |
Top Performing WHGHX Alternatives (YTD)
WHGHX alternatives from the High Yield Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Fairholme Focused Income Fund | 6.93% | Dec 31, 2009 | WHGHX vs FOCIX | |
| Pioneer ILS Interval Fund | 5.18% | Dec 16, 2014 | WHGHX vs XILSX | |
| RiverPark Short Term High Yield Fund | 1.02% | Sep 30, 2010 | WHGHX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.96% | Mar 6, 2019 | WHGHX vs CCLFX | |
| Franklin Templeton SMACS: Series I | 0.52% | Jun 3, 2019 | WHGHX vs FQTIX |
Lowest Volatility Alternatives to WHGHX
WHGHX alternatives from the High Yield Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.97% | Mar 6, 2019 | WHGHX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.97% | Sep 30, 2010 | WHGHX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.71% | Jul 15, 2014 | WHGHX vs CWFIX | |
| Changing Parameters Fund | 1.90% | Oct 2, 2006 | WHGHX vs CPMPX | |
| Shenkman Capital Short Duration High Income Fund | 1.96% | Oct 31, 2012 | WHGHX vs SCFIX |
Lowest Drawdown Alternatives to WHGHX
WHGHX alternatives from the High Yield Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Pioneer ILS Interval Fund | -0.21% | Dec 16, 2014 | WHGHX vs XILSX | |
| RiverPark Short Term High Yield Fund | -0.41% | Sep 30, 2010 | WHGHX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.46% | Mar 6, 2019 | WHGHX vs CCLFX | |
| Toews Tactical Income Fund | -1.12% | Jun 4, 2010 | WHGHX vs THHYX | |
| Changing Parameters Fund | -1.31% | Oct 2, 2006 | WHGHX vs CPMPX |
Other Mutual Funds from Westwood
Most popular Westwood mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | Small Cap Blend Equities | 18 | 1.83% | Apr 2, 2007 | WHGHX vs WHGSX | |
| Westwood Quality Value Fund | Large Cap Value Equities | 15 | -1.62% | Jun 28, 2006 | WHGHX vs WHGLX | |
| Westwood Income Opportunity Fund | Diversified Portfolio | 64 | -1.27% | Dec 18, 2005 | WHGHX vs WHGIX | |
| Westwood Quality SMidCap Fund | Mid Cap Blend Equities | 48 | 2.88% | Dec 19, 2005 | WHGHX vs WHGMX |
Compare WHGHX with Any Fund or Stock
Compare WHGHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.