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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1073 | 1142 | 1288 | 1566 | 2383 |
Fund Return | 3.28% | 7.33% | 14.22% | 8.82% | 9.38% | 9.07% |
Place in category | 789 | 1027 | 562 | 721 | 639 | 282 |
% in Category | 62 | 81 | 48 | 61 | 60 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood SmallCap Value Institution | 475.91M | 0.49 | 1.76 | 7.97 | ||
Westwood Income Opportunity Instl | 384.31M | 2.71 | -0.21 | 4.65 | ||
Westwood SMidCap Institutional | 72.63M | 1.45 | 4.09 | 6.86 | ||
Westwood Income Opportunity A | 45.7M | 0.26 | 0.87 | 4.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.44B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 3.59 | 39.49 | -1.25% | |
Abbott Labs | US0028241000 | 3.32 | 105.66 | -0.85% | |
J&J | US4781601046 | 3.27 | 148.75 | +0.66% | |
JPMorgan | US46625H1005 | 3.01 | 196.30 | -1.19% | |
Microsoft | US5949181045 | 2.94 | 449.78 | +0.92% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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