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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1033 | 1117 | 1090 | 1282 | 1685 |
Fund Return | 2.42% | 3.27% | 11.73% | 2.93% | 5.1% | 5.36% |
Place in category | 39 | 19 | 64 | 156 | 91 | 49 |
% in Category | 7 | 6 | 15 | 37 | 21 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood SmallCap Value Institution | 437.9M | 2.42 | 5.58 | 8.34 | ||
Westwood LargeCap Value Institution | 198.06M | 10.55 | 4.34 | 8.73 | ||
Westwood SMidCap Institutional | 77.46M | 10.42 | 5.24 | 7.41 | ||
Westwood Income Opportunity A | 44.25M | 2.34 | 2.73 | 5.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.76B | 1.83 | 2.20 | 5.40 | ||
Vanguard Tax-Managed Balanced Adm | 10.59B | 1.79 | 6.28 | 7.74 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.25B | 1.57 | 2.52 | 4.93 | ||
Vanguard Wellesley Income Inv | 8.5B | 1.82 | 2.13 | 5.32 | ||
BlackRock Multi-Asset Income Instl | 5.92B | 2.04 | 3.24 | 4.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 2.14 | 274.99 | +1.46% | |
United States Treasury Bonds 4.625% | - | 2.01 | - | - | |
Energy Transfer | US29273V1008 | 1.94 | 19.81 | -1.39% | |
Microsoft | US5949181045 | 1.87 | 411.44 | -0.19% | |
Goldman Sachs | US38141G1040 | 1.74 | 647.24 | -0.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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