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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1037 | 1173 | 1128 | 1506 | 1941 |
Fund Return | 1.45% | 3.73% | 17.26% | 4.09% | 8.53% | 6.86% |
Place in category | 138 | 119 | 149 | 47 | 126 | 268 |
% in Category | 20 | 16 | 24 | 10 | 25 | 70 |
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 LargeCap Value Institution | 205.47M | 3.28 | 8.82 | 9.07 | ||
Westwood Income Opportunity A | 45.7M | 0.26 | 0.87 | 4.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 53.3B | 4.46 | 1.44 | 8.76 | ||
Fidelity Small Cap Index Instl Pre | 25.92B | 2.72 | -1.56 | 7.81 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
DFA US Small Cap I | 15.22B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Chord Energy Corp Ordinary Shares - New | - | 2.64 | - | - | |
Hubbell Inc | - | 2.43 | - | - | |
Northern Oil & Gas Inc | - | 2.42 | - | - | |
Littelfuse Inc | - | 2.33 | - | - | |
Rambus Inc | - | 2.28 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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