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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 | 448.43M | 14.25 | 7.67 | 8.91 | ||
Westwood Income Opportunity Instl | 373.6M | 12.70 | 3.35 | 5.24 | ||
Westwood LargeCap Value Institution | 207.94M | 12.52 | 8.16 | 9.48 | ||
Westwood Income Opportunity A | 44.14M | 12.49 | 3.15 | 4.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 61.56B | 23.28 | 7.50 | 10.06 | ||
Fidelity Small Cap Index Instl Pre | 29.53B | 21.69 | 5.11 | 9.20 | ||
Vanguard Small Cap Index I | 24.71B | 23.28 | 7.51 | 10.07 | ||
DFA US Small Cap I | 16.62B | 20.81 | 8.80 | 9.91 | ||
Vanguard Small Cap Index InstlPlus | 13.1B | 23.30 | 7.52 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
IDACORP | US4511071064 | 2.37 | 110.45 | +0.30% | |
Hubbell | US4435106079 | 2.35 | 432.04 | +1.44% | |
Chord Energy | US6742152076 | 2.16 | 113.18 | +1.50% | |
Piper Sandler | US7240781002 | 2.12 | 303.53 | +1.27% | |
Integer Hld | US45826H1095 | 2.11 | 134.75 | +0.80% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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