Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1127 | 1041 | 1180 | 1104 | 1330 | 1667 |
Fund Return | 12.7% | 4.14% | 17.97% | 3.35% | 5.86% | 5.24% |
Place in category | 48 | 23 | 34 | 101 | 65 | 56 |
% in Category | 14 | 7 | 12 | 21 | 15 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood SmallCap Value Institution | 443.72M | 14.25 | 7.67 | 8.91 | ||
Westwood LargeCap Value Institution | 206.41M | 12.52 | 8.16 | 9.48 | ||
Westwood SMidCap Institutional | 74.64M | 11.78 | 7.46 | 7.99 | ||
Westwood Income Opportunity A | 44.07M | 12.49 | 3.15 | 4.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.38B | 9.19 | 2.86 | 5.57 | ||
Vanguard Tax-Managed Balanced Adm | 10.51B | 14.33 | 5.59 | 7.71 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.47B | 9.73 | 2.04 | 5.00 | ||
Vanguard Wellesley Income Inv | 8.94B | 9.11 | 2.77 | 5.49 | ||
BlackRock Multi-Asset Income Instl | 5.87B | 9.78 | 3.29 | 4.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 4.625% | - | 2.21 | - | - | |
Microsoft | US5949181045 | 2.16 | 439.33 | +0.94% | |
JPMorgan | US46625H1005 | 2.13 | 242.31 | +1.64% | |
Energy Transfer | US29273V1008 | 1.80 | 19.60 | +2.94% | |
Walmart | US9311421039 | 1.80 | 92.68 | +2.58% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review