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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 977 | 896 | 1028 | 1117 | 1563 | 2002 |
Fund Return | -2.32% | -10.4% | 2.82% | 3.77% | 9.34% | 7.19% |
Place in category | 358 | 442 | 505 | 307 | 412 | 236 |
% in Category | 55 | 68 | 83 | 57 | 79 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
Westwood Income Opportunity A | 42.85M | 2.34 | 2.73 | 5.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.54B | -1.14 | 5.79 | 8.59 | ||
Fidelity Small Cap Index Instl Pre | 25.76B | -2.85 | 3.49 | 7.38 | ||
Vanguard Small Cap Index I | 21.96B | -1.13 | 5.81 | 8.60 | ||
DFA US Small Cap I | 14.78B | -1.96 | 5.79 | 8.33 | ||
Vanguard Small Cap Index InstlPlus | 12.31B | -1.13 | 5.81 | 8.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Verra Mobility | US92511U1025 | 2.32 | 20.43 | +1.16% | |
TXNM Energy | US69349H1077 | 2.23 | 52.43 | +2.46% | |
Vital Energy | US5168062058 | 2.22 | 20.98 | +5.06% | |
SM Energy | US78454L1008 | 2.22 | 29.86 | +3.79% | |
Northern Oil&Gas | US6655313079 | 2.11 | 29.34 | +3.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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