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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1030 | 1128 | 1177 | 1499 | 2227 |
Fund Return | 2.42% | 3.01% | 12.79% | 5.58% | 8.44% | 8.34% |
Place in category | 501 | 519 | 544 | 344 | 407 | 244 |
% in Category | 76 | 83 | 89 | 63 | 78 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood Income Opportunity Instl | 378M | 2.42 | 2.93 | 5.36 | ||
Westwood LargeCap Value Institution | 188.6M | 10.55 | 4.34 | 8.73 | ||
Westwood SMidCap Institutional | 69.42M | 10.42 | 5.24 | 7.41 | ||
Westwood Income Opportunity A | 44.58M | 2.34 | 2.73 | 5.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 25.76B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 15.99B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Verra Mobility | US92511U1025 | 2.32 | 23.13 | +1.05% | |
TXNM Energy | US69349H1077 | 2.23 | 52.26 | +0.02% | |
Vital Energy | US5168062058 | 2.22 | 25.96 | -2.81% | |
SM Energy | US78454L1008 | 2.22 | 31.69 | -3.12% | |
Northern Oil&Gas | US6655313079 | 2.11 | 30.50 | -3.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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