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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1118 | 1085 | 1254 | 1241 | 1625 | 2158 |
Fund Return | 11.78% | 8.49% | 25.43% | 7.46% | 10.19% | 7.99% |
Place in category | 228 | 353 | 286 | 77 | 246 | 291 |
% in Category | 38 | 61 | 54 | 15 | 51 | 75 |
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 LargeCap Value Institution | 223.96M | 12.52 | 8.16 | 9.48 | ||
Westwood Income Opportunity A | 44.63M | 9.78 | 2.36 | 4.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.85B | 11.56 | 2.46 | 9.08 | ||
Fidelity Small Cap Index Instl Pre | 26.87B | 9.65 | 0.09 | 8.08 | ||
Vanguard Small Cap Index I | 22.74B | 11.56 | 2.47 | 9.09 | ||
DFA US Small Cap I | 17.71B | 9.31 | 4.54 | 8.85 | ||
Vanguard Small Cap Index InstlPlus | 11.6B | 11.58 | 2.48 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
IDACORP | US4511071064 | 2.37 | 118.91 | +0.09% | |
Hubbell | US4435106079 | 2.35 | 460.81 | +0.95% | |
Chord Energy | US6742152076 | 2.16 | 134.43 | +1.56% | |
Piper Sandler | US7240781002 | 2.12 | 340.71 | +0.11% | |
Integer Hld | US45826H1095 | 2.11 | 138.11 | +1.64% |
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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