Westwood Income Opportunity Fund (WHGIX) Alternatives
Westwood Income Opportunity Fund (WHGIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WHGIX. 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 WHGIX
WHGIX charges 0.81% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among WHGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | WHGIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | WHGIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | WHGIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | WHGIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | WHGIX vs BWBIX |
Best Risk-Adjusted Alternatives to WHGIX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | WHGIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | WHGIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | WHGIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | WHGIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | WHGIX vs PMAIX |
Top Performing WHGIX Alternatives (YTD)
WHGIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | WHGIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | WHGIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | WHGIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | WHGIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | WHGIX vs CONWX |
Lowest Volatility Alternatives to WHGIX
WHGIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | WHGIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | WHGIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | WHGIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | WHGIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | WHGIX vs SICIX |
Lowest Drawdown Alternatives to WHGIX
WHGIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | WHGIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | WHGIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | WHGIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | WHGIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | WHGIX vs SICIX |
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 | WHGIX vs WHGSX | |
| Westwood Quality Value Fund | Large Cap Value Equities | 15 | -1.62% | Jun 28, 2006 | WHGIX vs WHGLX | |
| Westwood High Income Fund | High Yield Bonds | 60 | -1.47% | Dec 28, 2011 | WHGIX vs WHGHX | |
| Westwood Quality SMidCap Fund | Mid Cap Blend Equities | 48 | 2.88% | Dec 19, 2005 | WHGIX vs WHGMX |
Often Compared With WHGIX
What investors most often compare with WHGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | WHGIX vs PIMIX | |
| Vanguard STAR Fund | Diversified Portfolio | 57 | -4.01% | Mar 29, 1985 | WHGIX vs VGSTX |
Compare WHGIX with Any Fund or Stock
Compare WHGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.