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 a closer substitute for your current allocation.
Cheapest Alternatives to WHGIX
WHGIX charges 0.81% annually. There are 344 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | WHGIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | WHGIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | WHGIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | WHGIX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | WHGIX vs FYMIX |
Best Risk-Adjusted Alternatives to WHGIX
WHGIX has a PortfoliosLab risk / return rank of 66. There are 234 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | WHGIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | WHGIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | WHGIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | WHGIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | WHGIX vs FSRRX |
Top Performing WHGIX Alternatives (YTD)
WHGIX is at 4.33% YTD. There are 408 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | WHGIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | WHGIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | WHGIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | WHGIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | WHGIX vs BRUFX |
Lowest Volatility Alternatives to WHGIX
WHGIX has 7.20% 1-year volatility. There are 166 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | WHGIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | WHGIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | WHGIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | WHGIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | WHGIX vs CSTAX |
Lowest Drawdown Alternatives to WHGIX
WHGIX has a 1-year max drawdown of -4.90%. There are 117 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | WHGIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | WHGIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | WHGIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | WHGIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | WHGIX vs CSTAX |
Other Mutual Funds from Westwood
The 4 most viewed Westwood mutual funds shown here include WHGHX, WHGMX, WHGSX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Westwood High Income Fund | High Yield Bonds | 82 | 3.81% | — | Dec 2011 | WHGIX vs WHGHX | |
| Westwood Quality SMidCap Fund | Quality Factor, Mid Cap Blend Equities | 42 | 14.93% | — | Dec 2005 | WHGIX vs WHGMX | |
| Westwood Quality SmallCap Fund | Quality Factor, Small Cap Blend Equities | 23 | 14.97% | — | Apr 2007 | WHGIX vs WHGSX | |
| Westwood Quality Value Fund | Quality Factor, Large Cap Value Equities | 31 | 8.97% | — | Jun 2006 | WHGIX vs WHGLX |
Often Compared With WHGIX
Investors most often compare WHGIX with PIMIX, VGSTX, PUDZX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare WHGIX with Any Fund or Stock
Compare WHGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WHGIX with funds that move differently
Westwood Income Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WHGIX.
Explore WHGIX Diversifiers