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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1090 | 1234 | 1189 | 1518 | 2324 |
Fund Return | 7.27% | 8.97% | 23.39% | 5.93% | 8.7% | 8.8% |
Place in category | 526 | 266 | 407 | 152 | 413 | 199 |
% in Category | 88 | 48 | 73 | 30 | 80 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood Income Opportunity Instl | 369.58M | 9.99 | 2.59 | 5.23 | ||
Westwood LargeCap Value Institution | 211.09M | 12.52 | 8.16 | 9.48 | ||
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% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.48B | 12.37 | 4.36 | 9.64 | ||
Fidelity Small Cap Index Instl Pre | 26.87B | 11.21 | 1.97 | 8.93 | ||
Vanguard Small Cap Index I | 23.18B | 12.37 | 4.37 | 9.65 | ||
DFA US Small Cap I | 16.29B | 10.92 | 6.62 | 9.64 | ||
Vanguard Small Cap Index InstlPlus | 11.41B | 12.38 | 4.38 | 9.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GMS Inc | US36251C1036 | 2.15 | 91.61 | +0.74% | |
Verra Mobility | US92511U1025 | 2.13 | 22.80 | -1.38% | |
NorthWestern | US6680743050 | 2.10 | 52.58 | -0.40% | |
Viavi Solutions | US9255501051 | 2.10 | 9.58 | -2.84% | |
Century Communities | US1565043007 | 2.09 | 89.98 | +1.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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