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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1032 | 1115 | 1084 | 1269 | 1646 |
Fund Return | 2.34% | 3.15% | 11.48% | 2.73% | 4.88% | 5.11% |
Place in category | 60 | 26 | 77 | 200 | 116 | 78 |
% in Category | 13 | 8 | 17 | 46 | 28 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood SmallCap Value Institution | 392.6M | -2.32 | 3.77 | 7.19 | ||
Westwood Income Opportunity Instl | 365.79M | 3.01 | 3.96 | 5.15 | ||
Westwood LargeCap Value Institution | 177.68M | 10.55 | 4.34 | 8.73 | ||
Westwood SMidCap Institutional | 65.87M | 10.42 | 5.24 | 7.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.15B | 3.63 | 3.28 | 5.50 | ||
Vanguard Tax-Managed Balanced Adm | 10.54B | 1.37 | 6.69 | 7.45 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.29B | 2.40 | 3.42 | 4.84 | ||
Vanguard Wellesley Income Inv | 8.56B | 3.63 | 3.22 | 5.43 | ||
BlackRock Multi-Asset Income Instl | 5.77B | 3.37 | 4.43 | 4.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 2.14 | 232.44 | +3.22% | |
United States Treasury Bonds 4.625% | - | 2.01 | - | - | |
Energy Transfer | US29273V1008 | 1.94 | 18.73 | +3.08% | |
Microsoft | US5949181045 | 1.87 | 388.56 | +2.58% | |
Goldman Sachs | US38141G1040 | 1.74 | 541.41 | +3.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | BUY |
Summary | Strong Sell | Sell | Neutral |
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