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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 992 | 1091 | 1045 | 1257 | 1623 |
Fund Return | 9.08% | -0.82% | 9.08% | 1.49% | 4.68% | 4.96% |
Place in category | 90 | 53 | 90 | 123 | 100 | 67 |
% in Category | 20 | 14 | 20 | 29 | 24 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood SmallCap Value Institution | 432.85M | 4.80 | 2.44 | 7.59 | ||
Westwood LargeCap Value Institution | 201.58M | 10.55 | 4.34 | 8.73 | ||
Westwood SMidCap Institutional | 74.56M | 10.42 | 5.24 | 7.41 | ||
Westwood Income Opportunity A | 43.08M | 12.49 | 3.15 | 4.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.38B | 5.97 | 1.08 | 5.26 | ||
Vanguard Tax-Managed Balanced Adm | 10.51B | 12.17 | 4.21 | 7.50 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.47B | 7.54 | 0.93 | 4.82 | ||
Vanguard Wellesley Income Inv | 8.94B | 5.92 | 1.01 | 5.19 | ||
BlackRock Multi-Asset Income Instl | 5.78B | 7.39 | 1.79 | 4.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 4.625% | - | 2.21 | - | - | |
Microsoft | US5949181045 | 2.16 | 418.95 | -1.32% | |
JPMorgan | US46625H1005 | 2.13 | 239.87 | -1.34% | |
Energy Transfer | US29273V1008 | 1.80 | 19.42 | -1.57% | |
Walmart | US9311421039 | 1.80 | 93.00 | +1.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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