WTOCX SEC Filings — Westwood Total Return Fund
Data updated: 2022-01-13
28 SEC filings are listed: 15 prospectuses (latest Feb 26, 2021), 9 quarterly N-PORT holdings reports (latest Dec 28, 2021), 3 annual N-CEN reports (latest Jan 13, 2022) and 1 N-CEN/A (latest Apr 24, 2019).
WTOCX Prospectus (485BPOS / 497)
Objective, strategy, fees and risks. 15 filings on SEC EDGAR.
- Filed Feb 26, 2021 · 485BPOS
- Filed Apr 13, 2020 · 485BPOS
- Filed Mar 19, 2020 · 485BPOS
- Filed Nov 18, 2019 · 485BPOS
- Filed Mar 20, 2019 · 485BPOS
- Filed Mar 20, 2018 · 485BPOS
- Filed Mar 21, 2017 · 485BPOS
- Filed Jan 23, 2017 · 485BPOS
- Filed Mar 18, 2016 · 485BPOS
- Filed Mar 20, 2015 · 485BPOS
- Filed Mar 21, 2014 · 485BPOS
- Filed Mar 26, 2013 · 497
- Filed Mar 21, 2012 · 497
- Filed Nov 15, 2011 · 485BPOS
- Filed Feb 18, 2011 · 485BPOS
WTOCX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 9 filings on SEC EDGAR.
WTOCX Annual census (N-CEN)
Service providers, brokerage and operations. 3 filings on SEC EDGAR.
WTOCX Annual census, amended (N-CEN/A) (N-CEN/A)
1 filing on SEC EDGAR.
Browse every Westwood Total Return Fund filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.