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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1125 | 1059 | 1223 | 1265 | 1552 | 2473 |
Fund Return | 12.52% | 5.89% | 22.35% | 8.16% | 9.19% | 9.48% |
Place in category | 1022 | 1044 | 1011 | 860 | 869 | 323 |
% in Category | 87 | 88 | 87 | 79 | 84 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood SmallCap Value Institution | 497.77M | 4.20 | 3.17 | 7.71 | ||
Westwood Income Opportunity Instl | 380.27M | 8.19 | 1.42 | 4.91 | ||
Westwood SMidCap Institutional | 80.51M | 11.78 | 7.46 | 7.99 | ||
Westwood Income Opportunity A | 44.63M | 9.78 | 2.36 | 4.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.31B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 3.44 | 590.87 | -1.11% | |
JPMorgan | US46625H1005 | 3.44 | 248.55 | +1.55% | |
J&J | US4781601046 | 3.40 | 155.17 | -0.21% | |
Microsoft | US5949181045 | 3.25 | 417.00 | +1.00% | |
Abbott Labs | US0028241000 | 3.01 | 117.76 | +0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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