Westwood

Statistics as of May 01, 2025

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Found total of 15 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Energy Limited Partnership
Expense Ratio
1.09%
TTM Yield
4.6%
3yr Sharpe
0.61
YTD Return
-2.1%
3yr Return
54.7%
1yr Return
22.0%
Total Assets
$1B
6M Money Flow
$25M
Relative Value Arbitrage
Expense Ratio
0.99%
TTM Yield
1.2%
3yr Sharpe
0.42
YTD Return
2.7%
3yr Return
17.2%
1yr Return
8.0%
Total Assets
$151M
6M Money Flow
$23M
Large Value
Expense Ratio
0.45%
TTM Yield
1.5%
3yr Sharpe
0.25
YTD Return
-0.3%
3yr Return
26.1%
1yr Return
8.8%
Total Assets
$20M
6M Money Flow
-$2M
Small Blend
Expense Ratio
0.90%
TTM Yield
1.3%
3yr Sharpe
0.12
YTD Return
-7.4%
3yr Return
21.1%
1yr Return
0.9%
Total Assets
$88M
6M Money Flow
-$9M
Mid-Cap Value
Expense Ratio
0.69%
TTM Yield
1.3%
3yr Sharpe
0.10
YTD Return
-5.5%
3yr Return
19.2%
1yr Return
0.6%
Total Assets
$2M
6M Money Flow
-$241K
Conservative Allocation
Expense Ratio
0.89%
TTM Yield
6.2%
3yr Sharpe
0.10
YTD Return
-1.4%
3yr Return
16.7%
1yr Return
7.9%
Total Assets
$105M
6M Money Flow
$9M
Large Value
Expense Ratio
0.62%
TTM Yield
1.5%
3yr Sharpe
0.10
YTD Return
-2.6%
3yr Return
18.3%
1yr Return
4.0%
Total Assets
$178M
6M Money Flow
-$31M
Moderately Conservative Allocation
Expense Ratio
0.84%
TTM Yield
4.0%
3yr Sharpe
-0.01
YTD Return
-1.7%
3yr Return
13.4%
1yr Return
6.8%
Total Assets
$506M
6M Money Flow
-$11M
Small Blend
Expense Ratio
0.79%
TTM Yield
1.1%
3yr Sharpe
-0.05
YTD Return
-11.3%
3yr Return
12.1%
1yr Return
-3.8%
Total Assets
$912M
6M Money Flow
-$77M
Preferred Stock
Expense Ratio
0.93%
TTM Yield
4.6%
3yr Sharpe
-0.17
YTD Return
-3.6%
3yr Return
6.8%
1yr Return
5.8%
Total Assets
$253M
6M Money Flow
-$7M
Equity Hedged
Expense Ratio
1.43%
TTM Yield
3.1%
3yr Sharpe
-0.63
YTD Return
-0.9%
3yr Return
5.4%
1yr Return
5.9%
Total Assets
$162M
6M Money Flow
-$2M
Equity Hedged
Expense Ratio
1.17%
TTM Yield
4.0%
3yr Sharpe
-0.95
YTD Return
-5.6%
3yr Return
1.9%
1yr Return
-3.2%
Total Assets
$69M
6M Money Flow
$457K
Energy Limited Partnership
Expense Ratio
0.80%
TTM Yield
10.5%
3yr Sharpe
-
YTD Return
-1.5%
3yr Return
-
1yr Return
17.9%
Total Assets
$82M
6M Money Flow
$23M
Equity Energy
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-4.7%
3yr Return
-
1yr Return
-7.7%
Total Assets
$15M
6M Money Flow
$3M
Global Large-Stock Blend
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
-
Total Assets
$3M
6M Money Flow
-