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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 988 | 1104 | 1166 | 1491 | 2045 |
Fund Return | 10.42% | -1.22% | 10.42% | 5.24% | 8.31% | 7.41% |
Place in category | 357 | 477 | 357 | 67 | 286 | 279 |
% in Category | 58 | 74 | 58 | 12 | 58 | 71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood SmallCap Value Institution | 357.88M | -2.32 | 3.77 | 7.19 | ||
Westwood Income Opportunity Instl | 350.58M | 3.01 | 3.96 | 5.15 | ||
Westwood LargeCap Value Institution | 166.64M | 10.55 | 4.34 | 8.73 | ||
Westwood Income Opportunity A | 41.22M | 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 | 13.67B | -1.96 | 5.79 | 8.33 | ||
Vanguard Small Cap Index InstlPlus | 12.31B | -1.13 | 5.81 | 8.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
IDACORP | US4511071064 | 2.37 | 114.40 | -4.44% | |
Hubbell | US4435106079 | 2.35 | 315.94 | -1.68% | |
Chord Energy | US6742152076 | 2.16 | 87.82 | -11.72% | |
Piper Sandler | US7240781002 | 2.12 | 217.00 | -5.67% | |
Integer Hld | US45826H1095 | 2.11 | 113.70 | -2.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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