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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1005 | 1009 | 1200 | 1054 | 1521 | 2153 |
Fund Return | 0.49% | 0.93% | 20.05% | 1.76% | 8.75% | 7.97% |
Place in category | 564 | 458 | 373 | 234 | 371 | 184 |
% in Category | 92 | 78 | 65 | 43 | 72 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood Income Opportunity Instl | 384.71M | 2.71 | -0.21 | 4.65 | ||
Westwood LargeCap Value Institution | 204.32M | 3.28 | 8.82 | 9.07 | ||
Westwood SMidCap Institutional | 73.21M | 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% | |
---|---|---|---|---|---|---|
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 | 15.26B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Century Communities Inc | - | 2.22 | - | - | |
Blue Bird | US0953061068 | 2.20 | 57.32 | +2.56% | |
Conmed Corp | - | 2.09 | - | - | |
GMS Inc | - | 2.08 | - | - | |
Avista Corp | - | 2.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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