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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 | 456.75M | 7.27 | 5.93 | 8.80 | ||
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 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 % | |
---|---|---|---|---|---|
IDACORP | US4511071064 | 2.37 | 109.02 | +2.77% | |
Hubbell | US4435106079 | 2.35 | 434.88 | +2.34% | |
Chord Energy | US6742152076 | 2.16 | 125.97 | +0.56% | |
Piper Sandler | US7240781002 | 2.12 | 290.42 | +2.52% | |
Integer Hld | US45826H1095 | 2.11 | 127.97 | +1.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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