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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 | 456.75M | 7.27 | 5.93 | 8.80 | ||
Westwood Income Opportunity Instl | 369.58M | 9.99 | 2.59 | 5.23 | ||
Westwood SMidCap Institutional | 75.21M | 11.78 | 7.46 | 7.99 | ||
Westwood Income Opportunity A | 43.79M | 9.78 | 2.36 | 4.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 16.29 | 10.29 | 11.26 | ||
Vanguard Equity-Income Adm | 54.18B | 16.01 | 10.77 | 10.58 | ||
Vanguard Windsor II Admiral | 50.3B | 15.67 | 9.72 | 10.95 | ||
American Funds American Mutual A | 41.22B | 17.66 | 10.79 | 10.22 | ||
Vanguard Value Index Adm | 38.71B | 18.97 | 11.64 | 10.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 3.44 | 563.91 | +1.10% | |
JPMorgan | US46625H1005 | 3.44 | 221.07 | +0.59% | |
J&J | US4781601046 | 3.40 | 157.65 | -0.38% | |
Microsoft | US5949181045 | 3.25 | 414.16 | +1.40% | |
Abbott Labs | US0028241000 | 3.01 | 117.71 | +0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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